Putnam Retirement Advantage Plus 2060 Fund Class R
PRTRX
NASDAQ
| Weiss Ratings | PRTRX-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 | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Retirement Advantage Plus 2060 Fund Class R | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.99% | |||
| Dividend | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 5.66% | |||
| Stock | 86.49% | |||
| U.S. Stock | 62.53% | |||
| Non-U.S. Stock | 23.96% | |||
| Bond | 5.64% | |||
| U.S. Bond | 4.93% | |||
| Non-U.S. Bond | 0.71% | |||
| Preferred | 0.07% | |||
| Convertible | 0.01% | |||
| Other Net | 2.12% | |||
| Price History | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.86% | |||
| 30-Day Total Return | -2.70% | |||
| 60-Day Total Return | -4.34% | |||
| 90-Day Total Return | -4.83% | |||
| Year to Date Total Return | -4.34% | |||
| 1-Year Total Return | 17.32% | |||
| 2-Year Total Return | 14.03% | |||
| 3-Year Total Return | 44.01% | |||
| 5-Year Total Return | 41.58% | |||
| Price | PRTRX-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 | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.75 | |||
| 1-Month Low NAV | $14.24 | |||
| 1-Month High NAV | $15.26 | |||
| 52-Week Low NAV | $11.96 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.11 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.92 | |||
| Standard Deviation | 11.52 | |||
| Balance Sheet | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 80.31M | |||
| Operating Ratios | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.25% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PRTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.04% | |||
| Last Bear Market Total Return | -14.17% | |||