Putnam Retirement Advantage 2055 Fund Class R3 Shares
PAHEX
NASDAQ
| Weiss Ratings | PAHEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAHEX-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 | PAHEX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2055 Fund Class R3 Shares | |||
| Category | Target-Date 2055 | |||
| 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 | PAHEX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.31% | |||
| Dividend | PAHEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.59% | |||
| Asset Allocation | PAHEX-NASDAQ | Click to Compare |
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| Cash | 2.63% | |||
| Stock | 87.05% | |||
| U.S. Stock | 64.25% | |||
| Non-U.S. Stock | 22.80% | |||
| Bond | 9.58% | |||
| U.S. Bond | 7.92% | |||
| Non-U.S. Bond | 1.66% | |||
| Preferred | 0.16% | |||
| Convertible | 0.02% | |||
| Other Net | 0.57% | |||
| Price History | PAHEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.35% | |||
| 30-Day Total Return | 3.30% | |||
| 60-Day Total Return | 2.10% | |||
| 90-Day Total Return | 2.77% | |||
| Year to Date Total Return | 18.64% | |||
| 1-Year Total Return | 17.92% | |||
| 2-Year Total Return | 45.40% | |||
| 3-Year Total Return | 77.56% | |||
| 5-Year Total Return | 74.59% | |||
| Price | PAHEX-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 | PAHEX-NASDAQ | Click to Compare |
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| Nav | $14.06 | |||
| 1-Month Low NAV | $13.43 | |||
| 1-Month High NAV | $14.14 | |||
| 52-Week Low NAV | $10.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.14 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PAHEX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 11.20 | |||
| Balance Sheet | PAHEX-NASDAQ | Click to Compare |
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| Total Assets | 19.91M | |||
| Operating Ratios | PAHEX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 45.00% | |||
| Performance | PAHEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.48% | |||
| Last Bear Market Total Return | -15.19% | |||