Putnam Retirement Advantage 2050 Fund Class R3 Shares
PAGZX
NASDAQ
Weiss Ratings | PAGZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | PAGZX-NASDAQ | Click to Compare |
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Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (3), Jacqueline Kenney (0), 2 others | |||
Website | http://www.franklintempleton.com | |||
Fund Information | PAGZX-NASDAQ | Click to Compare |
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Fund Name | Putnam Retirement Advantage 2050 Fund Class R3 Shares | |||
Category | Target-Date 2050 | |||
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 | PAGZX-NASDAQ | Click to Compare |
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Dividend Yield | 4.23% | |||
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Dividend Yield (Forward) | 1.88% | |||
Asset Allocation | PAGZX-NASDAQ | Click to Compare |
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Cash | -2.83% | |||
Stock | 83.36% | |||
U.S. Stock | 63.70% | |||
Non-U.S. Stock | 19.66% | |||
Bond | 17.81% | |||
U.S. Bond | 15.28% | |||
Non-U.S. Bond | 2.53% | |||
Preferred | 0.11% | |||
Convertible | 0.03% | |||
Other Net | 1.53% | |||
Price History | PAGZX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.08% | |||
30-Day Total Return | 6.05% | |||
60-Day Total Return | 5.96% | |||
90-Day Total Return | 1.47% | |||
Year to Date Total Return | 4.08% | |||
1-Year Total Return | 11.83% | |||
2-Year Total Return | 40.56% | |||
3-Year Total Return | 42.61% | |||
5-Year Total Return | 84.73% | |||
Price | PAGZX-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 | PAGZX-NASDAQ | Click to Compare |
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Nav | $11.73 | |||
1-Month Low NAV | $11.08 | |||
1-Month High NAV | $11.76 | |||
52-Week Low NAV | $10.03 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $12.35 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PAGZX-NASDAQ | Click to Compare |
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Beta | 0.82 | |||
Standard Deviation | 14.00 | |||
Balance Sheet | PAGZX-NASDAQ | Click to Compare |
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Total Assets | 22.47M | |||
Operating Ratios | PAGZX-NASDAQ | Click to Compare |
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Expense Ratio | 0.95% | |||
Turnover Ratio | 21.00% | |||
Performance | PAGZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 15.65% | |||
Last Bear Market Total Return | -14.72% | |||