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 (6), Adrian H. Chan (4), Jacqueline Kenney (1), 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 | 5.42% | |||
| Dividend | PAFOX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PAFOX-NASDAQ | Click to Compare |
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| Cash | 6.36% | |||
| Stock | 33.93% | |||
| U.S. Stock | 25.64% | |||
| Non-U.S. Stock | 8.29% | |||
| Bond | 53.88% | |||
| U.S. Bond | 41.23% | |||
| Non-U.S. Bond | 12.65% | |||
| Preferred | 0.22% | |||
| Convertible | 0.08% | |||
| Other Net | 5.53% | |||
| Price History | PAFOX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.12% | |||
| 30-Day Total Return | -1.37% | |||
| 60-Day Total Return | -1.19% | |||
| 90-Day Total Return | -0.37% | |||
| Year to Date Total Return | -0.18% | |||
| 1-Year Total Return | 12.23% | |||
| 2-Year Total Return | 18.43% | |||
| 3-Year Total Return | 35.51% | |||
| 5-Year Total Return | 30.61% | |||
| 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 | $10.78 | |||
| 1-Month Low NAV | $10.60 | |||
| 1-Month High NAV | $10.97 | |||
| 52-Week Low NAV | $9.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.67 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PAFOX-NASDAQ | Click to Compare |
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| Beta | 0.51 | |||
| Standard Deviation | 6.95 | |||
| Balance Sheet | PAFOX-NASDAQ | Click to Compare |
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| Total Assets | 45.71M | |||
| Operating Ratios | PAFOX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 56.00% | |||
| Performance | PAFOX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.21% | |||
| Last Bear Market Total Return | -10.80% | |||