Putnam Retirement Advantage Plus 2050 Fund Class R4 Shares
PAEHX
NASDAQ
| Weiss Ratings | PAEHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEHX-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 | PAEHX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2050 Fund Class R4 Shares | |||
| Category | Target-Date 2050 | |||
| 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 | PAEHX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.65% | |||
| Dividend | PAEHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.77% | |||
| Asset Allocation | PAEHX-NASDAQ | Click to Compare |
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| Cash | 9.42% | |||
| Stock | 79.65% | |||
| U.S. Stock | 45.78% | |||
| Non-U.S. Stock | 33.87% | |||
| Bond | 6.94% | |||
| U.S. Bond | 5.00% | |||
| Non-U.S. Bond | 1.94% | |||
| Preferred | 0.11% | |||
| Convertible | 0.01% | |||
| Other Net | 3.88% | |||
| Price History | PAEHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.67% | |||
| 30-Day Total Return | -2.35% | |||
| 60-Day Total Return | -3.77% | |||
| 90-Day Total Return | -4.19% | |||
| Year to Date Total Return | -3.69% | |||
| 1-Year Total Return | 16.49% | |||
| 2-Year Total Return | 14.70% | |||
| 3-Year Total Return | 42.22% | |||
| 5-Year Total Return | 40.83% | |||
| Price | PAEHX-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 | PAEHX-NASDAQ | Click to Compare |
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| Nav | $22.40 | |||
| 1-Month Low NAV | $21.69 | |||
| 1-Month High NAV | $23.09 | |||
| 52-Week Low NAV | $18.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $23.91 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PAEHX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 11.12 | |||
| Balance Sheet | PAEHX-NASDAQ | Click to Compare |
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| Total Assets | 261.19M | |||
| Operating Ratios | PAEHX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 17.00% | |||
| Performance | PAEHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.65% | |||
| Last Bear Market Total Return | -13.20% | |||