Putnam Retirement Advantage 2060 R5 (PAHLX)

Fund Assets	3.06M
Expense Ratio	0.55%
Min. Investment	$500
Turnover	n/a
Dividend (ttm)	0.62
Dividend Yield	4.98%
Dividend Growth	-28.17%
Payout Frequency	Annual
Ex-Dividend Date	Dec 31, 2024

Previous Close	12.44
YTD Return	5.00%
1-Year Return	19.60%
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 PAHLX

PAHLX was founded on 2020-09-01. The Fund's investment strategy focuses on Growth & Income with -0.07% total expense ratio. The minimum amount to invest in Putnam RetirementReady Funds: Putnam Retirement Advantage 2060 Fund; Class R5 Shares is $500 on a standard taxable account. Putnam RetirementReady Funds: Putnam Retirement Advantage 2060 Fund; Class R5 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: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PAHLX
• Share Class: Class R5 Shares
• Index: S&P Target Date To 2060 TR USD

Performance

PAHLX had a total return of 19.60% in the past year. Since the fund's inception, the average annual return has been 13.22%, 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%
PAAVX	Class A Shares	0.80%
PAHJX	Class R3 Shares	0.95%

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%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2024	$0.617	Dec 31, 2024
Dec 29, 2023	$0.859	Dec 29, 2023
Dec 30, 2022	$0.598	Dec 30, 2022