Putnam Retirement Advantage 2060 Fund Class Y Shares
PAKJX
NASDAQ
Weiss Ratings | PAKJX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | PAKJX-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 | PAKJX-NASDAQ | Click to Compare |
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Fund Name | Putnam Retirement Advantage 2060 Fund Class Y 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 | PAKJX-NASDAQ | Click to Compare |
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Dividend Yield | 3.98% | |||
Dividend | PAKJX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.93% | |||
Asset Allocation | PAKJX-NASDAQ | Click to Compare |
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Cash | -0.55% | |||
Stock | 91.80% | |||
U.S. Stock | 67.44% | |||
Non-U.S. Stock | 24.36% | |||
Bond | 7.93% | |||
U.S. Bond | 6.80% | |||
Non-U.S. Bond | 1.13% | |||
Preferred | 0.05% | |||
Convertible | 0.01% | |||
Other Net | 0.76% | |||
Price History | PAKJX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.70% | |||
30-Day Total Return | 7.65% | |||
60-Day Total Return | 1.93% | |||
90-Day Total Return | -0.41% | |||
Year to Date Total Return | 2.54% | |||
1-Year Total Return | 11.34% | |||
2-Year Total Return | 45.69% | |||
3-Year Total Return | 54.61% | |||
5-Year Total Return | 101.64% | |||
Price | PAKJX-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 | PAKJX-NASDAQ | Click to Compare |
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Nav | $12.10 | |||
1-Month Low NAV | $11.45 | |||
1-Month High NAV | $12.33 | |||
52-Week Low NAV | $10.35 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $12.92 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PAKJX-NASDAQ | Click to Compare |
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Beta | 0.89 | |||
Standard Deviation | 15.10 | |||
Balance Sheet | PAKJX-NASDAQ | Click to Compare |
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Total Assets | 10.83M | |||
Operating Ratios | PAKJX-NASDAQ | Click to Compare |
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Expense Ratio | 0.55% | |||
Turnover Ratio | 19.00% | |||
Performance | PAKJX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 17.40% | |||
Last Bear Market Total Return | -15.44% | |||