Putnam Retirement Advantage Plus Maturity Class R6
PREWX
NASDAQ
| Weiss Ratings | PREWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PREWX-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 | PREWX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus Maturity Class R6 | |||
| Category | Target-Date Retirement | |||
| 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 | PREWX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.62% | |||
| Dividend | PREWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.26% | |||
| Asset Allocation | PREWX-NASDAQ | Click to Compare |
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| Cash | 5.75% | |||
| Stock | 26.85% | |||
| U.S. Stock | 22.08% | |||
| Non-U.S. Stock | 4.77% | |||
| Bond | 54.75% | |||
| U.S. Bond | 41.15% | |||
| Non-U.S. Bond | 13.60% | |||
| Preferred | 0.37% | |||
| Convertible | 0.13% | |||
| Other Net | 12.13% | |||
| Price History | PREWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | -0.97% | |||
| 60-Day Total Return | -1.39% | |||
| 90-Day Total Return | -1.42% | |||
| Year to Date Total Return | -1.37% | |||
| 1-Year Total Return | 7.93% | |||
| 2-Year Total Return | 12.12% | |||
| 3-Year Total Return | 23.19% | |||
| 5-Year Total Return | 22.15% | |||
| Price | PREWX-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 | PREWX-NASDAQ | Click to Compare |
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| Nav | $16.85 | |||
| 1-Month Low NAV | $16.66 | |||
| 1-Month High NAV | $17.12 | |||
| 52-Week Low NAV | $15.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.46 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | PREWX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 6.11 | |||
| Balance Sheet | PREWX-NASDAQ | Click to Compare |
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| Total Assets | 636.50M | |||
| Operating Ratios | PREWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 10.00% | |||
| Performance | PREWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.87% | |||
| Last Bear Market Total Return | -3.80% | |||