Putnam Retirement Advantage Plus 2055 Fund Class R5
PAESX
NASDAQ
| Weiss Ratings | PAESX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAESX-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 | PAESX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2055 Fund Class R5 | |||
| Category | Target-Date 2055 | |||
| 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 | PAESX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.67% | |||
| Dividend | PAESX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.70% | |||
| Asset Allocation | PAESX-NASDAQ | Click to Compare |
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| Cash | 8.08% | |||
| Stock | 84.06% | |||
| U.S. Stock | 52.76% | |||
| Non-U.S. Stock | 31.30% | |||
| Bond | 5.27% | |||
| U.S. Bond | 3.83% | |||
| Non-U.S. Bond | 1.44% | |||
| Preferred | 0.10% | |||
| Convertible | 0.01% | |||
| Other Net | 2.47% | |||
| Price History | PAESX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.76% | |||
| 30-Day Total Return | -2.50% | |||
| 60-Day Total Return | -4.06% | |||
| 90-Day Total Return | -4.44% | |||
| Year to Date Total Return | -3.93% | |||
| 1-Year Total Return | 17.31% | |||
| 2-Year Total Return | 15.28% | |||
| 3-Year Total Return | 44.82% | |||
| 5-Year Total Return | 44.05% | |||
| Price | PAESX-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 | PAESX-NASDAQ | Click to Compare |
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| Nav | $14.41 | |||
| 1-Month Low NAV | $13.93 | |||
| 1-Month High NAV | $14.88 | |||
| 52-Week Low NAV | $11.56 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.45 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PAESX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 11.61 | |||
| Balance Sheet | PAESX-NASDAQ | Click to Compare |
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| Total Assets | 164.34M | |||
| Operating Ratios | PAESX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 13.00% | |||
| Performance | PAESX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.12% | |||
| Last Bear Market Total Return | -13.67% | |||