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Putnam Retirement Advantage 2060 R3 (PAHJX)

12.31
+0.01
+(0.08%)
At close: February 14 at 8:01:21 PM EST
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DELL
  • Previous Close 12.30
  • YTD Return 2.97%
  • Expense Ratio 0.95%
  • Category Target-Date 2060+
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.14M
  • Beta (5Y Monthly) 1.21
  • Yield 3.57%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.44
  • 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 2060 (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 2060+

Fund Category

10.14M

Net Assets

2020-09-01

Inception Date

Performance Overview: PAHJX

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Trailing returns as of 2/14/2025. Category is Target-Date 2060+.

YTD Return

PAHJX
2.97%
Category
6.10%
 

1-Year Return

PAHJX
23.21%
Category
14.41%
 

3-Year Return

PAHJX
10.47%
Category
4.94%
 

5-Year Return

PAHJX
12.48%
Category
9.53%
 

Holdings: PAHJX

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Sector Weightings

SectorPAHJX
Technology   26.78%
Healthcare   10.27%
Industrials   9.32%
Energy   3.17%
Utilities   2.59%
Real Estate   2.37%

Recent News: PAHJX

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Research Reports: PAHJX

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