Putnam Retirement Advantage 2065 Fund Class R5 Shares
PCKIX
NASDAQ
| Weiss Ratings | PCKIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PCKIX-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 | PCKIX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2065 Fund Class R5 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 | -- | |||
| Dividends and Shares | PCKIX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.78% | |||
| Dividend | PCKIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.94% | |||
| Asset Allocation | PCKIX-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 | PCKIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.72% | |||
| 30-Day Total Return | 7.90% | |||
| 60-Day Total Return | 2.03% | |||
| 90-Day Total Return | -0.39% | |||
| Year to Date Total Return | 2.53% | |||
| 1-Year Total Return | 11.53% | |||
| 2-Year Total Return | 46.66% | |||
| 3-Year Total Return | 55.82% | |||
| 5-Year Total Return | -- | |||
| Price | PCKIX-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 | PCKIX-NASDAQ | Click to Compare |
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| Nav | $12.56 | |||
| 1-Month Low NAV | $11.86 | |||
| 1-Month High NAV | $12.81 | |||
| 52-Week Low NAV | $10.69 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.49 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PCKIX-NASDAQ | Click to Compare |
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| Beta | 0.90 | |||
| Standard Deviation | 15.33 | |||
| Balance Sheet | PCKIX-NASDAQ | Click to Compare |
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| Total Assets | 2.61M | |||
| Operating Ratios | PCKIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 33.00% | |||
| Performance | PCKIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.78% | |||
| Last Bear Market Total Return | -15.58% | |||