Putnam Retirement Advantage 2065 Fund Class A Shares
PCJZX
NASDAQ
Weiss Ratings | PCJZX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | PCJZX-NASDAQ | Click to Compare |
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Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Brett Goldstein (4), Adrian H. Chan (3), Jacqueline Kenney (0), 2 others | |||
Website | http://www.franklintempleton.com | |||
Fund Information | PCJZX-NASDAQ | Click to Compare |
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Fund Name | Putnam Retirement Advantage 2065 Fund Class A Shares | |||
Category | Target-Date 2065+ | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Dec 30, 2020 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | PCJZX-NASDAQ | Click to Compare |
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Dividend Yield | 3.58% | |||
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Dividend Yield (Forward) | 1.94% | |||
Asset Allocation | PCJZX-NASDAQ | Click to Compare |
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Cash | 0.22% | |||
Stock | 94.53% | |||
U.S. Stock | 68.53% | |||
Non-U.S. Stock | 26.00% | |||
Bond | 4.52% | |||
U.S. Bond | 3.88% | |||
Non-U.S. Bond | 0.64% | |||
Preferred | 0.03% | |||
Convertible | 0.01% | |||
Other Net | 0.70% | |||
Price History | PCJZX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.79% | |||
30-Day Total Return | 9.90% | |||
60-Day Total Return | 3.98% | |||
90-Day Total Return | 0.00% | |||
Year to Date Total Return | 2.87% | |||
1-Year Total Return | 12.66% | |||
2-Year Total Return | 45.41% | |||
3-Year Total Return | 54.08% | |||
5-Year Total Return | -- | |||
Price | PCJZX-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 | PCJZX-NASDAQ | Click to Compare |
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Nav | $12.54 | |||
1-Month Low NAV | $11.57 | |||
1-Month High NAV | $12.73 | |||
52-Week Low NAV | $10.63 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $13.40 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PCJZX-NASDAQ | Click to Compare |
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Beta | 0.90 | |||
Standard Deviation | 15.35 | |||
Balance Sheet | PCJZX-NASDAQ | Click to Compare |
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Total Assets | 2.61M | |||
Operating Ratios | PCJZX-NASDAQ | Click to Compare |
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Expense Ratio | 0.80% | |||
Turnover Ratio | 33.00% | |||
Performance | PCJZX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 17.70% | |||
Last Bear Market Total Return | -15.62% | |||