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Putnam Retirement Advantage 2030 R5 (PAFVX)

10.49
+0.03
+(0.29%)
At close: 6:26:56 PM EDT
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  • Previous Close 10.46
  • YTD Return 0.19%
  • Expense Ratio 0.55%
  • Category Target-Date 2030
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 37.16M
  • Beta (5Y Monthly) 0.82
  • Yield 4.38%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.46
  • Inception Date Sep 1, 2020

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 2030 (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 2030

Fund Category

37.16M

Net Assets

2020-09-01

Inception Date

More about Putnam Retirement Advantage 2030 R5

Performance Overview: PAFVX

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Trailing returns as of 4/25/2025. Category is Target-Date 2030.

YTD Return

PAFVX
0.19%
Category
7.97%
 

1-Year Return

PAFVX
6.53%
Category
25.53%
 

3-Year Return

PAFVX
5.15%
Category
11.28%
 

5-Year Return

PAFVX
9.57%
Category
10.98%
 

Holdings: PAFVX

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Sector Weightings

SectorPAFVX
Technology   25.00%
Financial Services   16.26%
Healthcare   11.46%
Communication Services   9.93%
Consumer Cyclical   9.60%
Industrials   9.53%
Consumer Defensive   6.26%
Energy   3.59%
Basic Materials   3.27%
Real Estate   2.64%
Utilities   2.46%
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Recent News: PAFVX

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Research Reports: PAFVX

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