Putnam Retirement Advantage 2025 Fund Class R6 Shares
PBATX
NASDAQ
| Weiss Ratings | PBATX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PBATX-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 | PBATX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2025 Fund Class R6 Shares | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Dec 31, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PBATX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.66% | |||
| Dividend | PBATX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.92% | |||
| Asset Allocation | PBATX-NASDAQ | Click to Compare |
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| Cash | -3.56% | |||
| Stock | 26.14% | |||
| U.S. Stock | 21.11% | |||
| Non-U.S. Stock | 5.03% | |||
| Bond | 70.93% | |||
| U.S. Bond | 59.40% | |||
| Non-U.S. Bond | 11.53% | |||
| Preferred | 0.30% | |||
| Convertible | 0.21% | |||
| Other Net | 5.98% | |||
| Price History | PBATX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.02% | |||
| 30-Day Total Return | 2.45% | |||
| 60-Day Total Return | 3.93% | |||
| 90-Day Total Return | 4.93% | |||
| Year to Date Total Return | 4.73% | |||
| 1-Year Total Return | 8.42% | |||
| 2-Year Total Return | 21.77% | |||
| 3-Year Total Return | 27.53% | |||
| 5-Year Total Return | 29.11% | |||
| Price | PBATX-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 | PBATX-NASDAQ | Click to Compare |
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| Nav | $10.84 | |||
| 1-Month Low NAV | $10.60 | |||
| 1-Month High NAV | $10.84 | |||
| 52-Week Low NAV | $9.98 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.99 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PBATX-NASDAQ | Click to Compare |
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| Beta | 0.45 | |||
| Standard Deviation | 7.95 | |||
| Balance Sheet | PBATX-NASDAQ | Click to Compare |
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| Total Assets | 22.42M | |||
| Operating Ratios | PBATX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.45% | |||
| Turnover Ratio | 58.00% | |||
| Performance | PBATX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.95% | |||
| Last Bear Market Total Return | -8.65% | |||