Putnam Retirement Advantage 2025 Fund Class R4 Shares
PAFKX
NASDAQ
| Weiss Ratings | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (4), Jacqueline Kenney (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage 2025 Fund Class R4 Shares | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2020 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.58% | |||
| Dividend | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.92% | |||
| Asset Allocation | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | -3.56% | |||
| Stock | 26.14% | |||
| U.S. Stock | 21.11% | |||
| Non-U.S. Stock | 5.03% | |||
| Bond | 70.93% | |||
| U.S. Bond | 59.40% | |||
| Non-U.S. Bond | 11.53% | |||
| Preferred | 0.30% | |||
| Convertible | 0.21% | |||
| Other Net | 5.98% | |||
| Price History | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.01% | |||
| 30-Day Total Return | 2.44% | |||
| 60-Day Total Return | 3.90% | |||
| 90-Day Total Return | 4.80% | |||
| Year to Date Total Return | 4.60% | |||
| 1-Year Total Return | 8.14% | |||
| 2-Year Total Return | 21.20% | |||
| 3-Year Total Return | 26.57% | |||
| 5-Year Total Return | 27.58% | |||
| Price | PAFKX-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 | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $10.91 | |||
| 1-Month Low NAV | $10.66 | |||
| 1-Month High NAV | $10.91 | |||
| 52-Week Low NAV | $10.05 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.96 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.45 | |||
| Standard Deviation | 8.00 | |||
| Balance Sheet | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 22.42M | |||
| Operating Ratios | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.70% | |||
| Turnover Ratio | 58.00% | |||
| Performance | PAFKX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.66% | |||
| Last Bear Market Total Return | -8.75% | |||