Putnam Retirement Advantage 2065 Fund Class C Shares
PCKBX
NASDAQ
| Weiss Ratings | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (4), Adrian H. Chan (4), Jacqueline Kenney (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.78% | |||
| Dividend | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.98% | |||
| Asset Allocation | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.27% | |||
| Stock | 94.54% | |||
| U.S. Stock | 68.53% | |||
| Non-U.S. Stock | 26.01% | |||
| Bond | 4.48% | |||
| U.S. Bond | 3.84% | |||
| Non-U.S. Bond | 0.64% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.67% | |||
| Price History | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.26% | |||
| 30-Day Total Return | 4.22% | |||
| 60-Day Total Return | 8.63% | |||
| 90-Day Total Return | 15.14% | |||
| Year to Date Total Return | 8.54% | |||
| 1-Year Total Return | 13.58% | |||
| 2-Year Total Return | 42.47% | |||
| 3-Year Total Return | 66.72% | |||
| 5-Year Total Return | -- | |||
| Price | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $13.08 | |||
| 1-Month Low NAV | $12.55 | |||
| 1-Month High NAV | $13.08 | |||
| 52-Week Low NAV | $10.49 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.20 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 14.63 | |||
| Balance Sheet | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.10M | |||
| Operating Ratios | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.55% | |||
| Turnover Ratio | 33.00% | |||
| Performance | PCKBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.17% | |||
| Last Bear Market Total Return | -15.82% | |||