Putnam Retirement Advantage 2055 Fund Class R Shares
PACSX
NASDAQ
| Weiss Ratings | PACSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PACSX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (4), Jacqueline Kenney (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PACSX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2055 Fund Class R 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 | PACSX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.35% | |||
| Dividend | PACSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | PACSX-NASDAQ | Click to Compare |
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| Cash | 0.61% | |||
| Stock | 86.86% | |||
| U.S. Stock | 64.59% | |||
| Non-U.S. Stock | 22.27% | |||
| Bond | 11.75% | |||
| U.S. Bond | 9.97% | |||
| Non-U.S. Bond | 1.78% | |||
| Preferred | 0.07% | |||
| Convertible | 0.02% | |||
| Other Net | 0.69% | |||
| Price History | PACSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.82% | |||
| 30-Day Total Return | 3.21% | |||
| 60-Day Total Return | 2.01% | |||
| 90-Day Total Return | 6.20% | |||
| Year to Date Total Return | 11.13% | |||
| 1-Year Total Return | 15.23% | |||
| 2-Year Total Return | 42.95% | |||
| 3-Year Total Return | 64.63% | |||
| 5-Year Total Return | 77.59% | |||
| Price | PACSX-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 | PACSX-NASDAQ | Click to Compare |
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| Nav | $13.17 | |||
| 1-Month Low NAV | $12.91 | |||
| 1-Month High NAV | $13.33 | |||
| 52-Week Low NAV | $10.44 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.33 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | PACSX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 13.38 | |||
| Balance Sheet | PACSX-NASDAQ | Click to Compare |
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| Total Assets | 17.85M | |||
| Operating Ratios | PACSX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.20% | |||
| Turnover Ratio | 21.00% | |||
| Performance | PACSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.31% | |||
| Last Bear Market Total Return | -15.30% | |||