Putnam Retirement Advantage 2035 Fund Class Y Shares
POWYX
NASDAQ
| Weiss Ratings | POWYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | POWYX-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 | POWYX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2035 Fund Class Y 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | POWYX-NASDAQ | Click to Compare |
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| Dividend Yield | 7.89% | |||
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| Dividend Yield (Forward) | 1.39% | |||
| Asset Allocation | POWYX-NASDAQ | Click to Compare |
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| Cash | -1.61% | |||
| Stock | 58.13% | |||
| U.S. Stock | 47.29% | |||
| Non-U.S. Stock | 10.84% | |||
| Bond | 38.31% | |||
| U.S. Bond | 29.56% | |||
| Non-U.S. Bond | 8.75% | |||
| Preferred | 0.22% | |||
| Convertible | 0.04% | |||
| Other Net | 4.92% | |||
| Price History | POWYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.36% | |||
| 30-Day Total Return | -1.76% | |||
| 60-Day Total Return | -2.03% | |||
| 90-Day Total Return | -0.89% | |||
| Year to Date Total Return | -0.62% | |||
| 1-Year Total Return | 16.73% | |||
| 2-Year Total Return | 23.28% | |||
| 3-Year Total Return | 47.63% | |||
| 5-Year Total Return | 44.73% | |||
| Price | POWYX-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 | POWYX-NASDAQ | Click to Compare |
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| Nav | $11.10 | |||
| 1-Month Low NAV | $10.85 | |||
| 1-Month High NAV | $11.36 | |||
| 52-Week Low NAV | $9.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.37 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | POWYX-NASDAQ | Click to Compare |
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| Beta | 0.62 | |||
| Standard Deviation | 7.82 | |||
| Balance Sheet | POWYX-NASDAQ | Click to Compare |
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| Total Assets | 52.97M | |||
| Operating Ratios | POWYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 32.00% | |||
| Performance | POWYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.71% | |||
| Last Bear Market Total Return | -12.26% | |||