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Putnam Retirement Advantage 2025 R3 (PAFLX)

10.40
-0.01
(-0.10%)
At close: 8:01:56 PM EDT
Loading Chart for PAFLX
  • Previous Close 10.41
  • YTD Return 0.58%
  • Expense Ratio 0.95%
  • Category Target-Date 2025
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 19.84M
  • Beta (5Y Monthly) 0.70
  • Yield 3.29%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.34
  • 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 2025 (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 2025

Fund Category

19.84M

Net Assets

2019-12-31

Inception Date

Performance Overview: PAFLX

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Trailing returns as of 4/29/2025. Category is Target-Date 2025.

YTD Return

PAFLX
0.58%
Category
6.61%
 

1-Year Return

PAFLX
5.65%
Category
21.54%
 

3-Year Return

PAFLX
3.55%
Category
10.23%
 

5-Year Return

PAFLX
5.80%
Category
9.75%
 

Holdings: PAFLX

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Sector Weightings

SectorPAFLX
Technology   24.05%
Healthcare   11.24%
Industrials   8.17%
Real Estate   4.23%
Energy   4.05%
Utilities   3.48%

Recent News: PAFLX

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Research Reports: PAFLX

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