Putnam Retirement Advantage 2060 R3 (PAHJX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
12.29
-0.04 (-0.32%)
Feb 20, 2025, 4:00 PM EST
12.24%
Fund Assets 3.06M
Expense Ratio 0.95%
Min. Investment $500
Turnover n/a
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 12.33
YTD Return 4.42%
1-Year Return 17.98%
5-Year Return n/a
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 4
Inception Date Sep 1, 2020

About PAHJX

PAHJX was founded on 2020-09-01. The Fund's investment strategy focuses on Growth & Income with 0.33% total expense ratio. The minimum amount to invest in Putnam RetirementReady Funds: Putnam Retirement Advantage 2060 Fund; Class R3 Shares is $500 on a standard taxable account. Putnam RetirementReady Funds: Putnam Retirement Advantage 2060 Fund; Class R3 Shares seeks capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its target date of 2060. Putnam Management will adjust these funds allocations at the end of each calendar quarter based on the glide path.

Category Target-Date 2060+
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PAHJX
Share Class Class R3 Shares
Index S&P Target Date To 2060 TR USD

Performance

PAHJX had a total return of 17.98% in the past year. Since the fund's inception, the average annual return has been 11.44%, including dividends.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
PAAKX Class R6 Shares 0.45%
PAKJX Class Y Shares 0.55%
PAHLX Class R5 Shares 0.55%
PAAVX Class A Shares 0.80%

Top 10 Holdings

100.00% of assets
Name Symbol Weight
Putnam Dynamic Asset Allocation Equity P n/a 62.80%
Putnam Dynamic Asset Allocation Gr P n/a 36.64%
Putnam Fds Tr n/a 0.49%
Net Cash n/a 0.07%
View More Holdings