Putnam Retirement Advantage Plus 2060 R5 (PAEWX)
| Fund Assets | 75.22M |
| Expense Ratio | n/a |
| Min. Investment | $0.00 |
| Turnover | 29.00% |
| Dividend (ttm) | 0.55 |
| Dividend Yield | 3.41% |
| Dividend Growth | 271.49% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 16.15 |
| YTD Return | 4.60% |
| 1-Year Return | 16.20% |
| 5-Year Return | 36.76% |
| 52-Week Low | 14.15 |
| 52-Week High | 16.37 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About PAEWX
The Putnam Sustainable Retirement 2060 Fund is a target-date mutual fund designed to offer a diversified investment strategy tailored for retirement planning. Its primary function is to balance capital appreciation and current income, with a gradual shift towards emphasizing income as the target retirement date approaches. The fund invests in a mix of sustainable and ESG-focused ETFs, which span across various sectors and industries, including international equities and bonds. By integrating environmental, social, and governance (ESG) considerations, it appeals to investors seeking sustainable investment options. The fund plays a significant role in the financial market by providing a long-term investment solution that aligns with both financial goals and ethical considerations.
Performance
PAEWX had a total return of 16.20% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.27%.
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.5498 | Dec 30, 2025 |
| Dec 31, 2024 | $0.148 | Dec 31, 2024 |
| Dec 29, 2023 | $0.185 | Dec 29, 2023 |
| Dec 30, 2022 | $0.679 | Dec 30, 2022 |
| Dec 31, 2021 | $2.448 | Dec 31, 2021 |
| Dec 31, 2020 | $0.135 | Dec 31, 2020 |