PREWX Mutual Fund

PREWX Mutual Fund (Franklin Retirement Advantage Plus Maturity Fund Class R6) is managed by Franklin Templeton Investments (US) with $3.7M in net assets. PREWX expense ratio is 0.58%, holding 7 positions across various sectors. Inception date: 2016-09-01.

PREWX performance shows a YTD return of 1.60%. The 1-year return is 3.15% and the 5-year return is 3.28%. PREWX dividend yield stands at 3.85%, paid monthly.

PREWX top holdings include Franklin Multi-Asset Income Fund (79.5%), Putnam Dynamic Asset Allocation Balanced Fund (6.7%), Putnam Short Term Investment Fund, Class P (6.1%), Franklin Bsp Lending Fund - R6 (4.0%), Clarion Partners Real Estate Income Fund Class I Class I (4.0%). Go to all PREWX holdings, PREWX sectors, or PREWX dividends.

PREWX can be compared against other funds. Use PREWX overlap to find shared positions, or PREWX vs another fund for a side-by-side view. PREWX alternatives are available via the screener, along with tax-loss harvesting opportunities.