Franklin Retirement Advantage Pl 2060 R5 (PAEWX)

Fund Assets	75.22M
Expense Ratio	0.711%
Min. Investment	$0.00
Turnover	29.00%
Dividend (ttm)	0.23
Dividend Yield	1.35%
Dividend Growth	52.64%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	16.72
YTD Return	8.81%
1-Year Return	10.94%
5-Year Return	37.64%
52-Week Low	14.28
52-Week High	17.11
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.

• Fund Family: Franklin Templeton Investments
• Category: Target-Date 2060+
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PAEWX

Performance

PAEWX had a total return of 10.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.46%.

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

Data Sources: Tiingo and Finnhub

Historical data is provided by Tiingo. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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