Putnam Retirement Advantage Plus 2040 Fund Class R
| Weiss Ratings | I-5808 | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | I-5808 | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (7), Adrian H. Chan (4), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | I-5808 | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2040 Fund Class R | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 01, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | I-5808 | Click to Compare |
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| Dividend Yield | 2.18% | |||
| Dividend | I-5808 | Click to Compare |
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| Dividend Yield (Forward) | 1.81% | |||
| Asset Allocation | I-5808 | Click to Compare |
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| Cash | 1.63% | |||
| Stock | 67.77% | |||
| U.S. Stock | 40.12% | |||
| Non-U.S. Stock | 27.65% | |||
| Bond | 21.72% | |||
| U.S. Bond | 17.21% | |||
| Non-U.S. Bond | 4.51% | |||
| Preferred | 0.12% | |||
| Convertible | 0.82% | |||
| Other Net | 7.95% | |||
| Price History | I-5808 | Click to Compare |
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| 7-Day Total Return | 1.00% | |||
| 30-Day Total Return | 3.84% | |||
| 60-Day Total Return | 11.60% | |||
| 90-Day Total Return | 5.08% | |||
| Year to Date Total Return | 4.89% | |||
| 1-Year Total Return | 14.42% | |||
| 2-Year Total Return | 20.63% | |||
| 3-Year Total Return | 44.68% | |||
| 5-Year Total Return | 39.23% | |||
| Price | I-5808 | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | I-5808 | Click to Compare |
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| Nav | $28.08 | |||
| 1-Month Low NAV | $27.20 | |||
| 1-Month High NAV | $28.08 | |||
| 52-Week Low NAV | $25.08 | |||
| 52-Week Low NAV (Date) | May 30, 2025 | |||
| 52-Week High NAV | $28.08 | |||
| 52-Week High Price (Date) | May 29, 2026 | |||
| Beta / Standard Deviation | I-5808 | Click to Compare |
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| Beta | 0.74 | |||
| Standard Deviation | 10.34 | |||
| Balance Sheet | I-5808 | Click to Compare |
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| Total Assets | 417.23M | |||
| Operating Ratios | I-5808 | Click to Compare |
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| Expense Ratio | 1.25% | |||
| Turnover Ratio | 17.00% | |||
| Performance | I-5808 | Click to Compare |
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| Last Bull Market Total Return | 13.31% | |||
| Last Bear Market Total Return | -10.71% | |||