Putnam Retirement Advantage 2035 Fund Class R5 Shares
PAFYX
NASDAQ
| Weiss Ratings | PAFYX-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 | PAFYX-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 | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 5.35% | |||
| Dividend | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.58% | |||
| Asset Allocation | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.05% | |||
| Stock | 55.50% | |||
| U.S. Stock | 44.84% | |||
| Non-U.S. Stock | 10.66% | |||
| Bond | 39.48% | |||
| U.S. Bond | 34.35% | |||
| Non-U.S. Bond | 5.13% | |||
| Preferred | 0.14% | |||
| Convertible | 0.04% | |||
| Other Net | 4.78% | |||
| Price History | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.66% | |||
| 30-Day Total Return | 2.64% | |||
| 60-Day Total Return | 5.33% | |||
| 90-Day Total Return | 4.87% | |||
| Year to Date Total Return | 12.20% | |||
| 1-Year Total Return | 12.36% | |||
| 2-Year Total Return | 43.47% | |||
| 3-Year Total Return | 62.76% | |||
| 5-Year Total Return | 64.51% | |||
| Price | PAFYX-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 | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.04 | |||
| 1-Month Low NAV | $11.68 | |||
| 1-Month High NAV | $12.04 | |||
| 52-Week Low NAV | $9.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.04 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| Beta / Standard Deviation | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.64 | |||
| Standard Deviation | 9.16 | |||
| Balance Sheet | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 46.88M | |||
| Operating Ratios | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.55% | |||
| Turnover Ratio | 34.00% | |||
| Performance | PAFYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.71% | |||
| Last Bear Market Total Return | -12.26% | |||