NasdaqGM - Delayed Quote USD
Putnam Retirement Advantage 203 (0P0001KB9J)
10.52
+0.05
+(0.48%)
At close: April 5 at 4:00:00 PM EDT
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10.47 - YTD Return 7.72%
- Expense Ratio 0.45%
- Category Target-Date 2035
- Last Cap Gain -8.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 17.43M
- Beta (5Y Monthly) 0.96
- Yield 2.95%
- 5y Average Return --
- Holdings Turnover 29.00%
- Last Dividend 0.32
- Inception Date Dec 31, 2019
The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2035 (the target date). It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.
Franklin Templeton Investments
Fund Family
Target-Date 2035
Fund Category
17.43M
Net Assets
2019-12-31
Inception Date
Performance Overview: 0P0001KB9J
View MoreTrailing returns as of 4/4/2024. Category is Target-Date 2035.
Holdings: 0P0001KB9J
View MoreSector Weightings
Sector0P0001KB9J
Technology 26.20%
Financial Services 13.63%
Healthcare 12.86%
Consumer Cyclical 10.91%
Industrials 9.87%
Communication Services 8.08%
Consumer Defensive 6.15%
Basic Materials 3.81%
Energy 3.59%
Utilities 2.52%
Real Estate 2.38%
Recent News: 0P0001KB9J
View MoreResearch Reports: 0P0001KB9J
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UPAAX Upright Assets Allocation Plus
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FHKCX Fidelity China Region
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FIQFX Fidelity Advisor China Region Z
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FHKIX Fidelity Advisor China Region I
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FCHKX Fidelity Advisor China Region C
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FHKAX Fidelity Advisor China Region A
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FHKTX Fidelity Advisor China Region M
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PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
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PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
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AIMOX AQR International Momentum Style I
15.33
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FDEVX Templeton Developing Markets R6
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AIONX AQR International Momentum Style N
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FZAEX Fidelity Advisor Focused Em Mkts Z
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QIORX AQR International Momentum Style R6
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TSMEX Nuveen Quant Small/Mid Cap Eq A
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TDADX Templeton Developing Markets Adv
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TRAIX T. Rowe Price Capital Appreciation I
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PRWCX T. Rowe Price Capital Appreciation
35.65
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TSMUX Nuveen Quant Small/Mid Cap Eq W
15.43
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TSMNX Nuveen Quant Small/Mid Cap Eq I
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PACLX T. Rowe Price Capital Appreciation Adv
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FAMKX Fidelity Advisor Focused Em Mkts A
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FIMKX Fidelity Advisor Focused Em Mkts I
32.99
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FTMKX Fidelity Advisor Focused Em Mkts M
32.49
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FZAHX Fidelity Advisor Growth Opps Z
216.61
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FAGCX Fidelity Advisor Growth Opps I
213.28
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FAGAX Fidelity Advisor Growth Opps A
191.72
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FACGX Fidelity Advisor Growth Opps C
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FAGOX Fidelity Advisor Growth Opps M
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ARTYX Artisan Developing World Investor
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APDYX Artisan Developing World Fund
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UIIFX Victory International Fund
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ALZFX Alger Focus Equity Z
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APHYX Artisan Developing World Fund
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LMTIX Franklin U.S. Large Cap Equity I
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ALGYX Alger Focus Equity Y
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ALGRX Alger Focus Equity I
86.76
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ALAFX Alger Focus Equity A
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LMISX Franklin U.S. Large Cap Equity IS
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LMUSX Franklin U.S. Large Cap Equity FI
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COAGX Gator Capital L/S Fd
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MLNAX Morgan Stanley Instl Glbl Concntr A
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TRGIX Nuveen Core Equity Retire
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MLNSX Morgan Stanley Instl Glbl Concntr R6
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MALRX BlackRock Advantage Large Cap Core Fund
22.83
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FSEAX Fidelity Emerging Asia
51.18
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FEATX Fidelity Advisor Emerging Asia M
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TIGRX Nuveen Core Equity R6
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TGIHX Nuveen Core Equity I
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FERIX Fidelity Advisor Emerging Asia I
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FERCX Fidelity Advisor Emerging Asia C
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FIQPX Fidelity Advisor Emerging Asia Z
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TNVIX 1290 GAMCO Small/Mid Cap Value I
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VMMSX Vanguard Emerg Mkts Sel Stk Inv
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