Putnam Retirement Advantage Plus 2060 Fund Class R6
PEFGX
NASDAQ
| Weiss Ratings | PEFGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PEFGX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (7), Adrian H. Chan (4), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PEFGX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2060 Fund Class R6 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PEFGX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.43% | |||
| Dividend | PEFGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.64% | |||
| Asset Allocation | PEFGX-NASDAQ | Click to Compare |
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| Cash | 1.33% | |||
| Stock | 91.34% | |||
| U.S. Stock | 63.83% | |||
| Non-U.S. Stock | 27.51% | |||
| Bond | 4.73% | |||
| U.S. Bond | 3.74% | |||
| Non-U.S. Bond | 0.99% | |||
| Preferred | 0.09% | |||
| Convertible | 0.44% | |||
| Other Net | 2.07% | |||
| Price History | PEFGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.77% | |||
| 30-Day Total Return | 3.49% | |||
| 60-Day Total Return | 4.53% | |||
| 90-Day Total Return | 14.40% | |||
| Year to Date Total Return | 7.51% | |||
| 1-Year Total Return | 19.38% | |||
| 2-Year Total Return | 23.76% | |||
| 3-Year Total Return | 55.91% | |||
| 5-Year Total Return | 59.06% | |||
| Price | PEFGX-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 | PEFGX-NASDAQ | Click to Compare |
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| Nav | $16.60 | |||
| 1-Month Low NAV | $15.95 | |||
| 1-Month High NAV | $16.67 | |||
| 52-Week Low NAV | $14.29 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $16.67 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | PEFGX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 12.89 | |||
| Balance Sheet | PEFGX-NASDAQ | Click to Compare |
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| Total Assets | 87.95M | |||
| Operating Ratios | PEFGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PEFGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.14% | |||
| Last Bear Market Total Return | -14.00% | |||