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 (6), 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 | 1.53% | |||
| Dividend | PEFGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | PEFGX-NASDAQ | Click to Compare |
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| Cash | 5.66% | |||
| Stock | 86.49% | |||
| U.S. Stock | 62.53% | |||
| Non-U.S. Stock | 23.96% | |||
| Bond | 5.64% | |||
| U.S. Bond | 4.93% | |||
| Non-U.S. Bond | 0.71% | |||
| Preferred | 0.07% | |||
| Convertible | 0.01% | |||
| Other Net | 2.12% | |||
| Price History | PEFGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.85% | |||
| 30-Day Total Return | -2.63% | |||
| 60-Day Total Return | -4.20% | |||
| 90-Day Total Return | -4.70% | |||
| Year to Date Total Return | -4.14% | |||
| 1-Year Total Return | 18.16% | |||
| 2-Year Total Return | 15.69% | |||
| 3-Year Total Return | 47.18% | |||
| 5-Year Total Return | 46.91% | |||
| 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 | $14.80 | |||
| 1-Month Low NAV | $14.29 | |||
| 1-Month High NAV | $15.30 | |||
| 52-Week Low NAV | $11.98 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.21 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PEFGX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 11.55 | |||
| Balance Sheet | PEFGX-NASDAQ | Click to Compare |
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| Total Assets | 80.31M | |||
| Operating Ratios | PEFGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PEFGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.56% | |||
| Last Bear Market Total Return | -14.00% | |||