Putnam Retirement Advantage Plus 2030 Fund Class R5 Shares
PADRX
NASDAQ
| Weiss Ratings | PADRX-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 | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage Plus 2030 Fund Class R5 Shares | |||
| Category | Target-Date 2030 | |||
| 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 | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.06% | |||
| Dividend | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.53% | |||
| Stock | 32.42% | |||
| U.S. Stock | 25.58% | |||
| Non-U.S. Stock | 6.84% | |||
| Bond | 53.15% | |||
| U.S. Bond | 41.07% | |||
| Non-U.S. Bond | 12.08% | |||
| Preferred | 0.21% | |||
| Convertible | 0.10% | |||
| Other Net | 11.58% | |||
| Price History | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.81% | |||
| 30-Day Total Return | 1.63% | |||
| 60-Day Total Return | 4.58% | |||
| 90-Day Total Return | 3.32% | |||
| Year to Date Total Return | 2.81% | |||
| 1-Year Total Return | 9.89% | |||
| 2-Year Total Return | 15.74% | |||
| 3-Year Total Return | 31.08% | |||
| 5-Year Total Return | 28.88% | |||
| Price | PADRX-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 | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $27.36 | |||
| 1-Month Low NAV | $26.83 | |||
| 1-Month High NAV | $27.36 | |||
| 52-Week Low NAV | $25.42 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $27.36 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.49 | |||
| Standard Deviation | 7.35 | |||
| Balance Sheet | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 545.46M | |||
| Operating Ratios | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.60% | |||
| Turnover Ratio | 18.00% | |||
| Performance | PADRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.44% | |||
| Last Bear Market Total Return | -6.83% | |||