C
Putnam Retirement Advantage Plus 2035 Fund Class R5 Shares PADVX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PADVX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info PADVX-NASDAQ Click to
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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 PADVX-NASDAQ Click to
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Fund Name Putnam Retirement Advantage Plus 2035 Fund Class R5 Shares
Category Target-Date 2035
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 PADVX-NASDAQ Click to
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Dividend Yield 1.86%
Dividend PADVX-NASDAQ Click to
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Dividend Yield (Forward) 1.43%
Asset Allocation PADVX-NASDAQ Click to
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Cash 6.19%
Stock 54.44%
U.S. Stock 42.28%
Non-U.S. Stock 12.16%
Bond 28.58%
U.S. Bond 21.80%
Non-U.S. Bond 6.78%
Preferred 0.16%
Convertible 0.03%
Other Net 10.60%
Price History PADVX-NASDAQ Click to
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7-Day Total Return 1.29%
30-Day Total Return -1.65%
60-Day Total Return -2.68%
90-Day Total Return -3.18%
Year to Date Total Return -2.96%
1-Year Total Return 11.64%
2-Year Total Return 12.03%
3-Year Total Return 32.46%
5-Year Total Return 32.06%
Price PADVX-NASDAQ Click to
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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 PADVX-NASDAQ Click to
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Nav $29.77
1-Month Low NAV $29.12
1-Month High NAV $30.43
52-Week Low NAV $25.71
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $31.50
52-Week High Price (Date) Dec 11, 2025
Beta / Standard Deviation PADVX-NASDAQ Click to
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Beta 0.68
Standard Deviation 8.90
Balance Sheet PADVX-NASDAQ Click to
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Total Assets 391.23M
Operating Ratios PADVX-NASDAQ Click to
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Expense Ratio 0.60%
Turnover Ratio 22.00%
Performance PADVX-NASDAQ Click to
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Last Bull Market Total Return 11.84%
Last Bear Market Total Return -8.80%