Putnam Retirement Advantage 2035 Fund Class R5 Shares
PAFYX
NASDAQ
Weiss Ratings | PAFYX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | PAFYX-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 | PAFYX-NASDAQ | Click to Compare |
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Fund Name | Putnam Retirement Advantage 2035 Fund Class R5 Shares | |||
Category | Target-Date 2035 | |||
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 | PAFYX-NASDAQ | Click to Compare |
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Dividend Yield | 5.63% | |||
Dividend | PAFYX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.74% | |||
Asset Allocation | PAFYX-NASDAQ | Click to Compare |
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Cash | -2.83% | |||
Stock | 57.25% | |||
U.S. Stock | 47.37% | |||
Non-U.S. Stock | 9.88% | |||
Bond | 40.54% | |||
U.S. Bond | 35.25% | |||
Non-U.S. Bond | 5.29% | |||
Preferred | 0.16% | |||
Convertible | 0.04% | |||
Other Net | 4.83% | |||
Price History | PAFYX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.59% | |||
30-Day Total Return | 3.24% | |||
60-Day Total Return | 5.92% | |||
90-Day Total Return | 9.46% | |||
Year to Date Total Return | 6.70% | |||
1-Year Total Return | 11.24% | |||
2-Year Total Return | 33.02% | |||
3-Year Total Return | 47.68% | |||
5-Year Total Return | 63.93% | |||
Price | PAFYX-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 | PAFYX-NASDAQ | Click to Compare |
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Nav | $11.45 | |||
1-Month Low NAV | $11.12 | |||
1-Month High NAV | $11.45 | |||
52-Week Low NAV | $9.91 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $11.81 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PAFYX-NASDAQ | Click to Compare |
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Beta | 0.65 | |||
Standard Deviation | 10.83 | |||
Balance Sheet | PAFYX-NASDAQ | Click to Compare |
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Total Assets | 46.34M | |||
Operating Ratios | PAFYX-NASDAQ | Click to Compare |
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Expense Ratio | 0.55% | |||
Turnover Ratio | 34.00% | |||
Performance | PAFYX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.71% | |||
Last Bear Market Total Return | -12.26% | |||