Putnam Retirement Advantage Plus Maturity Fund Class R5 Shares
PACQX
NASDAQ
| Weiss Ratings | PACQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PACQX-NASDAQ | 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 | PACQX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus Maturity Fund Class R5 Shares | |||
| Category | Target-Date Retirement | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jan 04, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PACQX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.65% | |||
| Dividend | PACQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.22% | |||
| Asset Allocation | PACQX-NASDAQ | Click to Compare |
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| Cash | 6.21% | |||
| Stock | 26.53% | |||
| U.S. Stock | 22.60% | |||
| Non-U.S. Stock | 3.93% | |||
| Bond | 54.67% | |||
| U.S. Bond | 38.43% | |||
| Non-U.S. Bond | 16.24% | |||
| Preferred | 0.30% | |||
| Convertible | 0.20% | |||
| Other Net | 12.09% | |||
| Price History | PACQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.03% | |||
| 30-Day Total Return | -1.03% | |||
| 60-Day Total Return | -1.41% | |||
| 90-Day Total Return | -1.51% | |||
| Year to Date Total Return | -1.40% | |||
| 1-Year Total Return | 7.81% | |||
| 2-Year Total Return | 11.87% | |||
| 3-Year Total Return | 22.80% | |||
| 5-Year Total Return | 21.50% | |||
| Price | PACQX-NASDAQ | 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 | PACQX-NASDAQ | Click to Compare |
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| Nav | $16.85 | |||
| 1-Month Low NAV | $16.66 | |||
| 1-Month High NAV | $17.12 | |||
| 52-Week Low NAV | $15.66 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.45 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | PACQX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 6.24 | |||
| Balance Sheet | PACQX-NASDAQ | Click to Compare |
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| Total Assets | 617.83M | |||
| Operating Ratios | PACQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 10.00% | |||
| Performance | PACQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.87% | |||
| Last Bear Market Total Return | -3.87% | |||