Putnam Retirement Advantage 2065 Fund Class C Shares
PCKBX
NASDAQ
| Weiss Ratings | PCKBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PCKBX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (4), Jacqueline Kenney (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PCKBX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2065 Fund Class C 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 | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PCKBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.21% | |||
| Dividend | PCKBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.54% | |||
| Asset Allocation | PCKBX-NASDAQ | Click to Compare |
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| Cash | 1.68% | |||
| Stock | 94.01% | |||
| U.S. Stock | 67.47% | |||
| Non-U.S. Stock | 26.54% | |||
| Bond | 4.31% | |||
| U.S. Bond | 3.82% | |||
| Non-U.S. Bond | 0.49% | |||
| Preferred | 0.05% | |||
| Convertible | 0.01% | |||
| Other Net | -0.06% | |||
| Price History | PCKBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.83% | |||
| 30-Day Total Return | -2.84% | |||
| 60-Day Total Return | -3.82% | |||
| 90-Day Total Return | -1.84% | |||
| Year to Date Total Return | -1.26% | |||
| 1-Year Total Return | 24.72% | |||
| 2-Year Total Return | 29.78% | |||
| 3-Year Total Return | 65.03% | |||
| 5-Year Total Return | 61.02% | |||
| Price | PCKBX-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 | PCKBX-NASDAQ | Click to Compare |
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| Nav | $13.31 | |||
| 1-Month Low NAV | $12.84 | |||
| 1-Month High NAV | $13.80 | |||
| 52-Week Low NAV | $10.49 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.51 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PCKBX-NASDAQ | Click to Compare |
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| Beta | 0.87 | |||
| Standard Deviation | 10.60 | |||
| Balance Sheet | PCKBX-NASDAQ | Click to Compare |
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| Total Assets | 4.26M | |||
| Operating Ratios | PCKBX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.55% | |||
| Turnover Ratio | 48.00% | |||
| Performance | PCKBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.17% | |||
| Last Bear Market Total Return | -15.82% | |||