Putnam Retirement Advantage Plus 2035 Fund Class R6
PREGX
NASDAQ
| Weiss Ratings | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage Plus 2035 Fund Class R6 | |||
| Category | Target-Date 2035 | |||
| 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 | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.97% | |||
| Dividend | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.57% | |||
| Asset Allocation | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.80% | |||
| Stock | 54.99% | |||
| U.S. Stock | 42.75% | |||
| Non-U.S. Stock | 12.24% | |||
| Bond | 28.97% | |||
| U.S. Bond | 22.11% | |||
| Non-U.S. Bond | 6.86% | |||
| Preferred | 0.15% | |||
| Convertible | 0.03% | |||
| Other Net | 11.05% | |||
| Price History | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 6.69% | |||
| 60-Day Total Return | 1.23% | |||
| 90-Day Total Return | 0.71% | |||
| Year to Date Total Return | 1.30% | |||
| 1-Year Total Return | 14.11% | |||
| 2-Year Total Return | 19.44% | |||
| 3-Year Total Return | 37.88% | |||
| 5-Year Total Return | 35.78% | |||
| Price | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $31.08 | |||
| 1-Month Low NAV | $29.13 | |||
| 1-Month High NAV | $31.14 | |||
| 52-Week Low NAV | $27.75 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $31.53 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 8.90 | |||
| Balance Sheet | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 391.23M | |||
| Operating Ratios | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.50% | |||
| Turnover Ratio | 22.00% | |||
| Performance | PREGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.82% | |||
| Last Bear Market Total Return | -8.79% | |||