Putnam Retirement Advantage 2035 Fund Class A Shares
PDFLX
NASDAQ
Weiss Ratings | PDFLX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | PDFLX-NASDAQ | Click to Compare |
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Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (3), Jacqueline Kenney (0), 2 others | |||
Website | http://www.franklintempleton.com | |||
Fund Information | PDFLX-NASDAQ | Click to Compare |
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Fund Name | Putnam Retirement Advantage 2035 Fund Class A Shares | |||
Category | Target-Date 2035 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Sep 01, 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 | PDFLX-NASDAQ | Click to Compare |
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Dividend Yield | 5.94% | |||
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Dividend Yield (Forward) | 1.76% | |||
Asset Allocation | PDFLX-NASDAQ | Click to Compare |
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Cash | -3.20% | |||
Stock | 57.27% | |||
U.S. Stock | 47.40% | |||
Non-U.S. Stock | 9.87% | |||
Bond | 40.77% | |||
U.S. Bond | 35.44% | |||
Non-U.S. Bond | 5.33% | |||
Preferred | 0.16% | |||
Convertible | 0.04% | |||
Other Net | 4.97% | |||
Price History | PDFLX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.36% | |||
30-Day Total Return | 4.82% | |||
60-Day Total Return | 0.92% | |||
90-Day Total Return | -0.45% | |||
Year to Date Total Return | 1.77% | |||
1-Year Total Return | 8.61% | |||
2-Year Total Return | 32.26% | |||
3-Year Total Return | 35.80% | |||
5-Year Total Return | 63.13% | |||
Price | PDFLX-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 | PDFLX-NASDAQ | Click to Compare |
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Nav | $10.87 | |||
1-Month Low NAV | $10.51 | |||
1-Month High NAV | $11.03 | |||
52-Week Low NAV | $9.85 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $11.74 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PDFLX-NASDAQ | Click to Compare |
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Beta | 0.67 | |||
Standard Deviation | 11.52 | |||
Balance Sheet | PDFLX-NASDAQ | Click to Compare |
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Total Assets | 41.56M | |||
Operating Ratios | PDFLX-NASDAQ | Click to Compare |
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Expense Ratio | 0.80% | |||
Turnover Ratio | 34.00% | |||
Performance | PDFLX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.47% | |||
Last Bear Market Total Return | -12.28% | |||