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 (5), Adrian H. Chan (4), Jacqueline Kenney (0), 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 | 5.63% | |||
| Dividend | POWYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | POWYX-NASDAQ | Click to Compare |
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| Cash | -2.95% | |||
| Stock | 57.38% | |||
| U.S. Stock | 47.46% | |||
| Non-U.S. Stock | 9.92% | |||
| Bond | 40.66% | |||
| U.S. Bond | 35.42% | |||
| Non-U.S. Bond | 5.24% | |||
| Preferred | 0.16% | |||
| Convertible | 0.04% | |||
| Other Net | 4.72% | |||
| Price History | POWYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.12% | |||
| 30-Day Total Return | -0.17% | |||
| 60-Day Total Return | 3.06% | |||
| 90-Day Total Return | 5.74% | |||
| Year to Date Total Return | 6.43% | |||
| 1-Year Total Return | 12.01% | |||
| 2-Year Total Return | 31.90% | |||
| 3-Year Total Return | 41.32% | |||
| 5-Year Total Return | 57.96% | |||
| 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 | $11.42 | |||
| 1-Month Low NAV | $11.37 | |||
| 1-Month High NAV | $11.55 | |||
| 52-Week Low NAV | $9.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $11.81 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | POWYX-NASDAQ | Click to Compare |
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| Beta | 0.65 | |||
| Standard Deviation | 10.42 | |||
| Balance Sheet | POWYX-NASDAQ | Click to Compare |
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| Total Assets | 45.36M | |||
| Operating Ratios | POWYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.55% | |||
| Turnover Ratio | 34.00% | |||
| Performance | POWYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.71% | |||
| Last Bear Market Total Return | -12.26% | |||