Putnam Retirement Advantage 2060 Fund Class R5 Shares
PAHLX
NASDAQ
| Weiss Ratings | PAHLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAHLX-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 | PAHLX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2060 Fund Class R5 Shares | |||
| Category | Target-Date 2060 | |||
| 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 | PAHLX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.35% | |||
| Dividend | PAHLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | PAHLX-NASDAQ | Click to Compare |
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| Cash | 1.59% | |||
| Stock | 90.88% | |||
| U.S. Stock | 66.18% | |||
| Non-U.S. Stock | 24.70% | |||
| Bond | 6.83% | |||
| U.S. Bond | 5.86% | |||
| Non-U.S. Bond | 0.97% | |||
| Preferred | 0.10% | |||
| Convertible | 0.01% | |||
| Other Net | 0.59% | |||
| Price History | PAHLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.81% | |||
| 30-Day Total Return | -2.64% | |||
| 60-Day Total Return | -3.52% | |||
| 90-Day Total Return | -1.52% | |||
| Year to Date Total Return | -0.92% | |||
| 1-Year Total Return | 25.38% | |||
| 2-Year Total Return | 31.70% | |||
| 3-Year Total Return | 68.34% | |||
| 5-Year Total Return | 67.74% | |||
| Price | PAHLX-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 | PAHLX-NASDAQ | Click to Compare |
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| Nav | $12.88 | |||
| 1-Month Low NAV | $12.43 | |||
| 1-Month High NAV | $13.32 | |||
| 52-Week Low NAV | $10.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.32 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PAHLX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 10.42 | |||
| Balance Sheet | PAHLX-NASDAQ | Click to Compare |
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| Total Assets | 17.19M | |||
| Operating Ratios | PAHLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 31.00% | |||
| Performance | PAHLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.40% | |||
| Last Bear Market Total Return | -15.44% | |||