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Putnam Retirement Advantage 2025 R (PRTWX)

9.89 -0.03 (-0.30%)
As of 8:05 AM EDT. Market Open.

Fund Summary

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.

Putnam Retirement Advantage 2025 R

Boston MA 02109
One Post Office Square

Fund Overview

Category Target-Date 2025
Fund Family Franklin Templeton Investments
Net Assets 13.63M
YTD Return 3.78%
Yield 2.62%
Morningstar Rating
Inception Date Sep 01, 2020

Fund Operations

Last Dividend 0.27
Last Cap Gain -12.00
Holdings Turnover 46.00%
Average for Category --

Fees & Expenses

Expense PRTWX Category Average
Annual Report Expense Ratio (net) 0.70% 0.44%
Prospectus Net Expense Ratio 0.70% --
Prospectus Gross Expense Ratio 2.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.37%
Max Deferred Sales Load -- 1.47%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert J. Schoen, Lead Manager since December 31, 2019
Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of Putnam's GAA products. Robert’s career in the investment industry began in 1990. He joined Putnam in 1997. Prior to joining Putnam (from 1992 to 1997), Robert was a self-employed Financial Consultant. He was Head of Research at an asset management company from 1990 to 1992. Robert has a BA from Tufts University and an MBA from New York University, Stern School of Business.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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