Putnam Retirement Advantage 2030 Fund Class R3 Shares
PAFOX
NASDAQ
| Weiss Ratings | PAFOX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PAFOX-NASDAQ | Click to Compare |
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| 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 | PAFOX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2030 Fund Class R3 Shares | |||
| Category | Target-Date 2030 | |||
| 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 | PAFOX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.72% | |||
| Dividend | PAFOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.75% | |||
| Asset Allocation | PAFOX-NASDAQ | Click to Compare |
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| Cash | -0.35% | |||
| Stock | 34.86% | |||
| U.S. Stock | 25.83% | |||
| Non-U.S. Stock | 9.03% | |||
| Bond | 58.95% | |||
| U.S. Bond | 51.95% | |||
| Non-U.S. Bond | 7.00% | |||
| Preferred | 0.23% | |||
| Convertible | 0.07% | |||
| Other Net | 6.23% | |||
| Price History | PAFOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.44% | |||
| 30-Day Total Return | 1.45% | |||
| 60-Day Total Return | 1.45% | |||
| 90-Day Total Return | 3.72% | |||
| Year to Date Total Return | 6.90% | |||
| 1-Year Total Return | 7.98% | |||
| 2-Year Total Return | 26.47% | |||
| 3-Year Total Return | 35.15% | |||
| 5-Year Total Return | 38.41% | |||
| Price | PAFOX-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 | PAFOX-NASDAQ | Click to Compare |
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| Nav | $11.15 | |||
| 1-Month Low NAV | $11.06 | |||
| 1-Month High NAV | $11.23 | |||
| 52-Week Low NAV | $9.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.23 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | PAFOX-NASDAQ | Click to Compare |
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| Beta | 0.54 | |||
| Standard Deviation | 8.70 | |||
| Balance Sheet | PAFOX-NASDAQ | Click to Compare |
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| Total Assets | 38.84M | |||
| Operating Ratios | PAFOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 33.00% | |||
| Performance | PAFOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.21% | |||
| Last Bear Market Total Return | -10.80% | |||