Putnam Retirement Advantage 2050 Fund Class R Shares
PAEQX
NASDAQ
| Weiss Ratings | PAEQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEQX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Jacqueline Kenney (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PAEQX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2050 Fund Class R Shares | |||
| Category | Target-Date 2050 | |||
| 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 | PAEQX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.19% | |||
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| Dividend Yield (Forward) | 1.46% | |||
| Asset Allocation | PAEQX-NASDAQ | Click to Compare |
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| Cash | 3.24% | |||
| Stock | 82.01% | |||
| U.S. Stock | 62.21% | |||
| Non-U.S. Stock | 19.80% | |||
| Bond | 12.90% | |||
| U.S. Bond | 10.71% | |||
| Non-U.S. Bond | 2.19% | |||
| Preferred | 0.21% | |||
| Convertible | 0.03% | |||
| Other Net | 1.60% | |||
| Price History | PAEQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.48% | |||
| 30-Day Total Return | 0.64% | |||
| 60-Day Total Return | 2.97% | |||
| 90-Day Total Return | 4.12% | |||
| Year to Date Total Return | 2.97% | |||
| 1-Year Total Return | 20.28% | |||
| 2-Year Total Return | 36.09% | |||
| 3-Year Total Return | 67.01% | |||
| 5-Year Total Return | 66.73% | |||
| Price | PAEQX-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 | PAEQX-NASDAQ | Click to Compare |
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| Nav | $12.47 | |||
| 1-Month Low NAV | $12.23 | |||
| 1-Month High NAV | $12.59 | |||
| 52-Week Low NAV | $10.02 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.45 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PAEQX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 9.54 | |||
| Balance Sheet | PAEQX-NASDAQ | Click to Compare |
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| Total Assets | 31.24M | |||
| Operating Ratios | PAEQX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.20% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PAEQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.58% | |||
| Last Bear Market Total Return | -14.73% | |||