Putnam Retirement Advantage Plus Maturity Class R6 (PREWX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.85
+0.01 (0.06%)
At close: Apr 2, 2026
Fund Assets106.59M
Expense Ratio0.50%
Min. Investment$500
Turnovern/a
Dividend (ttm)0.58
Dividend Yield3.43%
Dividend Growth1.95%
Payout FrequencyMonthly
Ex-Dividend DateMar 31, 2026
Previous Close16.84
YTD Return-1.74%
1-Year Return6.54%
5-Year Return19.47%
52-Week Low15.65
52-Week High17.46
Beta (5Y)n/a
Holdings6
Inception DateSep 1, 2016

About PREWX

PREWX was founded on 2016-09-01. The Fund's investment strategy focuses on Income with 0.05% total expense ratio. The minimum amount to invest in Putnam RetirementReady Funds: Putnam RetirementReady Maturity Fund; Class R6 Shares is $500 on a standard taxable account. Putnam RetirementReady Funds: Putnam RetirementReady Maturity Fund; Class R6 Shares seeks as high a rate of current income as is consistent with preservation of capital. The fund is designed to have an asset allocation weighted toward fixed income and money market funds, maintains a fixed allocation over time.

Category Target-Date Retirement
Stock Exchange NASDAQ
Ticker Symbol PREWX
Index S&P 500 TR

Performance

PREWX had a total return of 6.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.00%.

Top Holdings

NameSymbolWeight
Putnam Multi-Asset Income Pn/a78.70%
Putnam Dynamic Asset Allocation Bal Pn/a6.49%
Putnam Fds Trn/a5.94%
Franklin BSP Lending FundFBREX3.95%
Clarion Partners Real Estate Income Fund Inc.CPREX3.94%
Cash And Equivalentsn/a0.99%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Mar 31, 2026$0.054Mar 31, 2026
Feb 27, 2026$0.0373Feb 27, 2026
Jan 30, 2026$0.0435Jan 30, 2026
Dec 31, 2025$0.1091Dec 31, 2025
Nov 28, 2025$0.0563Nov 28, 2025
Oct 30, 2025$0.0372Oct 30, 2025
Full Dividend History