Putnam Retirement Advantage 2025 Fund Class R Shares
PRTWX
NASDAQ
| Weiss Ratings | PRTWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PRTWX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (5), Adrian H. Chan (3), Jacqueline Kenney (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PRTWX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage 2025 Fund Class R Shares | |||
| Category | Target-Date 2025 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PRTWX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.10% | |||
| Dividend | PRTWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.92% | |||
| Asset Allocation | PRTWX-NASDAQ | Click to Compare |
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| Cash | -3.69% | |||
| Stock | 26.10% | |||
| U.S. Stock | 21.08% | |||
| Non-U.S. Stock | 5.02% | |||
| Bond | 71.02% | |||
| U.S. Bond | 59.50% | |||
| Non-U.S. Bond | 11.52% | |||
| Preferred | 0.30% | |||
| Convertible | 0.20% | |||
| Other Net | 6.06% | |||
| Price History | PRTWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.86% | |||
| 30-Day Total Return | 1.24% | |||
| 60-Day Total Return | 2.23% | |||
| 90-Day Total Return | 0.47% | |||
| Year to Date Total Return | 1.83% | |||
| 1-Year Total Return | 6.28% | |||
| 2-Year Total Return | 18.18% | |||
| 3-Year Total Return | 17.25% | |||
| 5-Year Total Return | 22.24% | |||
| Price | PRTWX-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 | PRTWX-NASDAQ | Click to Compare |
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| Nav | $10.53 | |||
| 1-Month Low NAV | $10.37 | |||
| 1-Month High NAV | $10.53 | |||
| 52-Week Low NAV | $9.95 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $10.92 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PRTWX-NASDAQ | Click to Compare |
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| Beta | 0.45 | |||
| Standard Deviation | 8.45 | |||
| Balance Sheet | PRTWX-NASDAQ | Click to Compare |
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| Total Assets | 20.39M | |||
| Operating Ratios | PRTWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.20% | |||
| Turnover Ratio | 58.00% | |||
| Performance | PRTWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.37% | |||
| Last Bear Market Total Return | -8.85% | |||