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Putnam Retirement Advantage 2035 R3 (PAFWX)

10.85 -0.01 (-0.09%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 10.86
  • YTD Return 8.23%
  • Expense Ratio 0.80%
  • Category Target-Date 2035
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 21.05M
  • Beta (5Y Monthly) 0.96
  • Yield 2.60%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.28
  • 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 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

21.05M

Net Assets

2020-09-01

Inception Date

Performance Overview: PAFWX

Trailing returns as of 6/21/2024. Category is Target-Date 2035.

YTD Return

PAFWX
8.23%
Category
9.49%
 

1-Year Return

PAFWX
20.30%
Category
29.95%
 

3-Year Return

PAFWX
4.26%
Category
12.29%
 

5-Year Return

PAFWX
0.00%
Category
12.13%
 

Holdings: PAFWX

Sector Weightings

SectorPAFWX
Technology   24.68%
Healthcare   13.22%
Industrials   10.45%
Energy   4.13%
Utilities   2.39%
Real Estate   2.23%

Recent News: PAFWX

Research Reports: PAFWX

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