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Putnam Retirement Advantage 2025 Y (PLZYX)

10.41
+0.02
+(0.19%)
As of 8:06:59 AM EDT. Market Open.
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  • Previous Close 10.39
  • YTD Return 0.58%
  • Expense Ratio 0.55%
  • 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 3.55%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.37
  • 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

More about Putnam Retirement Advantage 2025 Y

Performance Overview: PLZYX

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

YTD Return

PLZYX
0.58%
Category
6.61%
 

1-Year Return

PLZYX
6.01%
Category
21.54%
 

3-Year Return

PLZYX
3.96%
Category
10.23%
 

5-Year Return

PLZYX
6.21%
Category
9.75%
 

Holdings: PLZYX

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Sector Weightings

SectorPLZYX
Technology   24.05%
Financial Services   16.21%
Healthcare   11.24%
Communication Services   11.03%
Consumer Cyclical   9.05%
Industrials   8.17%
Consumer Defensive   5.63%
Real Estate   4.23%
Energy   4.05%
Utilities   3.48%
Basic Materials   2.85%
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Recent News: PLZYX

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Research Reports: PLZYX

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