Putnam Retirement Advantage 2050 Fund Class A Shares
PAEZX
NASDAQ
| Weiss Ratings | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage 2050 Fund Class A 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 | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.24% | |||
| Dividend | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.99% | |||
| Stock | 83.57% | |||
| U.S. Stock | 44.42% | |||
| Non-U.S. Stock | 39.15% | |||
| Bond | 8.05% | |||
| U.S. Bond | 5.59% | |||
| Non-U.S. Bond | 2.46% | |||
| Preferred | 0.11% | |||
| Convertible | 0.01% | |||
| Other Net | 1.26% | |||
| Price History | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.69% | |||
| 30-Day Total Return | -2.35% | |||
| 60-Day Total Return | -3.06% | |||
| 90-Day Total Return | -1.31% | |||
| Year to Date Total Return | -0.82% | |||
| 1-Year Total Return | 23.06% | |||
| 2-Year Total Return | 29.10% | |||
| 3-Year Total Return | 61.42% | |||
| 5-Year Total Return | 58.67% | |||
| Price | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.02 | |||
| 1-Month Low NAV | $11.64 | |||
| 1-Month High NAV | $12.39 | |||
| 52-Week Low NAV | $9.98 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.44 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.79 | |||
| Standard Deviation | 10.18 | |||
| Balance Sheet | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 31.03M | |||
| Operating Ratios | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.80% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PAEZX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 15.80% | |||
| Last Bear Market Total Return | -14.64% | |||