Putnam Retirement Advantage 2055 Fund Class Y Shares
PAAWX
NASDAQ
| Weiss Ratings | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Jacqueline Kenney (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage 2055 Fund Class Y Shares | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.95% | |||
| Dividend | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 5.18% | |||
| Stock | 88.13% | |||
| U.S. Stock | 52.56% | |||
| Non-U.S. Stock | 35.57% | |||
| Bond | 6.10% | |||
| U.S. Bond | 4.27% | |||
| Non-U.S. Bond | 1.83% | |||
| Preferred | 0.11% | |||
| Convertible | 0.01% | |||
| Other Net | 0.47% | |||
| Price History | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.75% | |||
| 30-Day Total Return | -2.51% | |||
| 60-Day Total Return | -3.32% | |||
| 90-Day Total Return | -1.38% | |||
| Year to Date Total Return | -0.85% | |||
| 1-Year Total Return | 24.33% | |||
| 2-Year Total Return | 30.72% | |||
| 3-Year Total Return | 65.64% | |||
| 5-Year Total Return | 64.22% | |||
| Price | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.78 | |||
| 1-Month Low NAV | $12.36 | |||
| 1-Month High NAV | $13.20 | |||
| 52-Week Low NAV | $10.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.31 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.83 | |||
| Standard Deviation | 10.66 | |||
| Balance Sheet | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 22.05M | |||
| Operating Ratios | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.55% | |||
| Turnover Ratio | 45.00% | |||
| Performance | PAAWX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.72% | |||
| Last Bear Market Total Return | -15.09% | |||