Putnam Retirement Advantage Plus 2060 Fund Class R
PRTRX
NASDAQ
| Weiss Ratings | PRTRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PRTRX-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 | PRTRX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 1.04% | |||
| Dividend | PRTRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.81% | |||
| Asset Allocation | PRTRX-NASDAQ | Click to Compare |
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| Cash | 2.29% | |||
| Stock | 91.99% | |||
| U.S. Stock | 62.92% | |||
| Non-U.S. Stock | 29.07% | |||
| Bond | 3.51% | |||
| U.S. Bond | 2.62% | |||
| Non-U.S. Bond | 0.89% | |||
| Preferred | 0.10% | |||
| Convertible | 0.00% | |||
| Other Net | 2.10% | |||
| Price History | PRTRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 10.50% | |||
| 60-Day Total Return | 1.80% | |||
| 90-Day Total Return | 0.89% | |||
| Year to Date Total Return | 2.33% | |||
| 1-Year Total Return | 20.85% | |||
| 2-Year Total Return | 24.69% | |||
| 3-Year Total Return | 53.06% | |||
| 5-Year Total Return | 46.74% | |||
| Price | PRTRX-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 | PRTRX-NASDAQ | Click to Compare |
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| Nav | $15.78 | |||
| 1-Month Low NAV | $14.24 | |||
| 1-Month High NAV | $15.82 | |||
| 52-Week Low NAV | $13.46 | |||
| 52-Week Low NAV (Date) | Apr 28, 2025 | |||
| 52-Week High NAV | $16.11 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PRTRX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 12.06 | |||
| Balance Sheet | PRTRX-NASDAQ | Click to Compare |
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| Total Assets | 76.65M | |||
| Operating Ratios | PRTRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.35% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PRTRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 17.31% | |||
| Last Bear Market Total Return | -14.17% | |||