Putnam Retirement Advantage Plus 2060 Fund Class R3 Shares
PAEVX
NASDAQ
| Weiss Ratings | PAEVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEVX-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 | PAEVX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2060 Fund Class R3 Shares | |||
| Category | Target-Date 2060 | |||
| 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 | PAEVX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.21% | |||
| Dividend | PAEVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.62% | |||
| Asset Allocation | PAEVX-NASDAQ | Click to Compare |
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| Cash | 6.65% | |||
| Stock | 87.93% | |||
| U.S. Stock | 60.30% | |||
| Non-U.S. Stock | 27.63% | |||
| Bond | 3.29% | |||
| U.S. Bond | 2.46% | |||
| Non-U.S. Bond | 0.83% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 2.02% | |||
| Price History | PAEVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.79% | |||
| 30-Day Total Return | -2.70% | |||
| 60-Day Total Return | -4.40% | |||
| 90-Day Total Return | -4.89% | |||
| Year to Date Total Return | -4.33% | |||
| 1-Year Total Return | 17.57% | |||
| 2-Year Total Return | 14.54% | |||
| 3-Year Total Return | 45.00% | |||
| 5-Year Total Return | 43.19% | |||
| Price | PAEVX-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 | PAEVX-NASDAQ | Click to Compare |
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| Nav | $14.77 | |||
| 1-Month Low NAV | $14.27 | |||
| 1-Month High NAV | $15.29 | |||
| 52-Week Low NAV | $11.97 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.16 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PAEVX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 12.07 | |||
| Balance Sheet | PAEVX-NASDAQ | Click to Compare |
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| Total Assets | 76.65M | |||
| Operating Ratios | PAEVX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PAEVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.23% | |||
| Last Bear Market Total Return | -14.19% | |||