Putnam Retirement Advantage Plus 2040 Fund Class Y
PRZZX
NASDAQ
| Weiss Ratings | PRZZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PRZZX-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 | PRZZX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Retirement Advantage Plus 2040 Fund Class Y | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 01, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PRZZX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.00% | |||
| Dividend | PRZZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | PRZZX-NASDAQ | Click to Compare |
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| Cash | 8.27% | |||
| Stock | 67.10% | |||
| U.S. Stock | 38.97% | |||
| Non-U.S. Stock | 28.13% | |||
| Bond | 16.53% | |||
| U.S. Bond | 12.34% | |||
| Non-U.S. Bond | 4.19% | |||
| Preferred | 0.13% | |||
| Convertible | 0.02% | |||
| Other Net | 7.96% | |||
| Price History | PRZZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.48% | |||
| 30-Day Total Return | -1.94% | |||
| 60-Day Total Return | -3.17% | |||
| 90-Day Total Return | -3.65% | |||
| Year to Date Total Return | -3.32% | |||
| 1-Year Total Return | 13.84% | |||
| 2-Year Total Return | 13.38% | |||
| 3-Year Total Return | 37.08% | |||
| 5-Year Total Return | 36.53% | |||
| Price | PRZZX-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 | PRZZX-NASDAQ | Click to Compare |
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| Nav | $30.80 | |||
| 1-Month Low NAV | $29.99 | |||
| 1-Month High NAV | $31.59 | |||
| 52-Week Low NAV | $25.88 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.80 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PRZZX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 9.86 | |||
| Balance Sheet | PRZZX-NASDAQ | Click to Compare |
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| Total Assets | 393.16M | |||
| Operating Ratios | PRZZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 17.00% | |||
| Performance | PRZZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.71% | |||
| Last Bear Market Total Return | -10.58% | |||