Putnam Retirement Advantage Plus 2030 Fund Class R6
PREZX
NASDAQ
| Weiss Ratings | PREZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PREZX-NASDAQ | Click to Compare |
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| 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 | PREZX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2030 Fund Class R6 | |||
| Category | Target-Date 2030 | |||
| 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 | PREZX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.26% | |||
| Dividend | PREZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | PREZX-NASDAQ | Click to Compare |
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| Cash | 7.53% | |||
| Stock | 33.09% | |||
| U.S. Stock | 25.77% | |||
| Non-U.S. Stock | 7.32% | |||
| Bond | 47.40% | |||
| U.S. Bond | 36.05% | |||
| Non-U.S. Bond | 11.35% | |||
| Preferred | 0.22% | |||
| Convertible | 0.08% | |||
| Other Net | 11.68% | |||
| Price History | PREZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.12% | |||
| 30-Day Total Return | -1.20% | |||
| 60-Day Total Return | -1.57% | |||
| 90-Day Total Return | -1.80% | |||
| Year to Date Total Return | -1.69% | |||
| 1-Year Total Return | 9.12% | |||
| 2-Year Total Return | 11.86% | |||
| 3-Year Total Return | 27.03% | |||
| 5-Year Total Return | 26.97% | |||
| Price | PREZX-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 | PREZX-NASDAQ | Click to Compare |
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| Nav | $26.17 | |||
| 1-Month Low NAV | $25.74 | |||
| 1-Month High NAV | $26.57 | |||
| 52-Week Low NAV | $23.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.34 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PREZX-NASDAQ | Click to Compare |
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| Beta | 0.53 | |||
| Standard Deviation | 7.20 | |||
| Balance Sheet | PREZX-NASDAQ | Click to Compare |
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| Total Assets | 519.53M | |||
| Operating Ratios | PREZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 18.00% | |||
| Performance | PREZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.13% | |||
| Last Bear Market Total Return | -6.83% | |||