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Putnam Retirement Advantage 2040 R6 (PBAMX)

11.14
0.00
(0.00%)
At close: 8:07:03 AM EDT
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  • Previous Close 11.14
  • YTD Return -0.55%
  • Expense Ratio 0.45%
  • Category Target-Date 2040
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 33.13M
  • Beta (5Y Monthly) 1.01
  • Yield 5.53%
  • 5y Average Return --
  • Holdings Turnover 29.00%
  • Last Dividend 0.61
  • 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 2040 (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 2040

Fund Category

33.13M

Net Assets

2020-09-01

Inception Date

More about Putnam Retirement Advantage 2040 R6

Performance Overview: PBAMX

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Trailing returns as of 5/21/2025. Category is Target-Date 2040.

YTD Return

PBAMX
0.55%
Category
10.80%
 

1-Year Return

PBAMX
11.49%
Category
33.59%
 

3-Year Return

PBAMX
10.29%
Category
12.99%
 

5-Year Return

PBAMX
11.87%
Category
12.87%
 

Holdings: PBAMX

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Sector Weightings

SectorPBAMX
Technology   25.16%
Financial Services   16.23%
Healthcare   11.18%
Consumer Cyclical   10.30%
Communication Services   10.13%
Industrials   9.69%
Consumer Defensive   5.86%
Basic Materials   3.36%
Energy   3.25%
Utilities   2.44%
Real Estate   2.41%
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Recent News: PBAMX

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Research Reports: PBAMX

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