Putnam Retirement Advantage 2050 Fund Class Y Shares
PHPDX
NASDAQ
| Weiss Ratings | PHPDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PHPDX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Jacqueline Kenney (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PHPDX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2050 Fund Class Y Shares | |||
| Category | Target-Date 2050 | |||
| 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PHPDX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.16% | |||
| Dividend | PHPDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.46% | |||
| Asset Allocation | PHPDX-NASDAQ | Click to Compare |
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| Cash | 3.24% | |||
| Stock | 82.01% | |||
| U.S. Stock | 62.21% | |||
| Non-U.S. Stock | 19.80% | |||
| Bond | 12.90% | |||
| U.S. Bond | 10.71% | |||
| Non-U.S. Bond | 2.19% | |||
| Preferred | 0.21% | |||
| Convertible | 0.03% | |||
| Other Net | 1.60% | |||
| Price History | PHPDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.47% | |||
| 30-Day Total Return | 0.64% | |||
| 60-Day Total Return | 3.11% | |||
| 90-Day Total Return | 4.24% | |||
| Year to Date Total Return | 3.11% | |||
| 1-Year Total Return | 21.05% | |||
| 2-Year Total Return | 37.76% | |||
| 3-Year Total Return | 70.18% | |||
| 5-Year Total Return | 72.14% | |||
| Price | PHPDX-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 | PHPDX-NASDAQ | Click to Compare |
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| Nav | $12.57 | |||
| 1-Month Low NAV | $12.32 | |||
| 1-Month High NAV | $12.69 | |||
| 52-Week Low NAV | $10.03 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.53 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | PHPDX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 9.57 | |||
| Balance Sheet | PHPDX-NASDAQ | Click to Compare |
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| Total Assets | 31.24M | |||
| Operating Ratios | PHPDX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 28.00% | |||
| Performance | PHPDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.01% | |||
| Last Bear Market Total Return | -14.61% | |||