Putnam Retirement Advantage 2040 Fund Class Y Shares
PALZX
NASDAQ
| Weiss Ratings | PALZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PALZX-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 | PALZX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2040 Fund Class Y Shares | |||
| Category | Target-Date 2040 | |||
| 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 | PALZX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.72% | |||
| Dividend | PALZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.48% | |||
| Asset Allocation | PALZX-NASDAQ | Click to Compare |
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| Cash | 3.47% | |||
| Stock | 68.21% | |||
| U.S. Stock | 54.17% | |||
| Non-U.S. Stock | 14.04% | |||
| Bond | 24.27% | |||
| U.S. Bond | 20.67% | |||
| Non-U.S. Bond | 3.60% | |||
| Preferred | 0.22% | |||
| Convertible | 0.03% | |||
| Other Net | 3.80% | |||
| Price History | PALZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.39% | |||
| 30-Day Total Return | 2.85% | |||
| 60-Day Total Return | 1.94% | |||
| 90-Day Total Return | 2.52% | |||
| Year to Date Total Return | 16.23% | |||
| 1-Year Total Return | 15.75% | |||
| 2-Year Total Return | 38.82% | |||
| 3-Year Total Return | 64.65% | |||
| 5-Year Total Return | 62.36% | |||
| Price | PALZX-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 | PALZX-NASDAQ | Click to Compare |
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| Nav | $12.60 | |||
| 1-Month Low NAV | $12.13 | |||
| 1-Month High NAV | $12.65 | |||
| 52-Week Low NAV | $9.84 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.65 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PALZX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 9.53 | |||
| Balance Sheet | PALZX-NASDAQ | Click to Compare |
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| Total Assets | 40.66M | |||
| Operating Ratios | PALZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 39.00% | |||
| Performance | PALZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.62% | |||
| Last Bear Market Total Return | -13.29% | |||