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Putnam Retirement Advantage 2055 R5 (PAHGX)

12.17
-0.04
(-0.33%)
At close: 8:01:56 PM EDT
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  • Previous Close 12.21
  • YTD Return -1.35%
  • Expense Ratio 0.55%
  • Category Target-Date 2055
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.66M
  • Beta (5Y Monthly) 1.16
  • Yield 4.33%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.52
  • 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 2055 (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 2055

Fund Category

14.66M

Net Assets

2020-09-01

Inception Date

More about Putnam Retirement Advantage 2055 R5

Performance Overview: PAHGX

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Trailing returns as of 5/23/2025. Category is Target-Date 2055.

YTD Return

PAHGX
1.35%
Category
12.13%
 

1-Year Return

PAHGX
12.30%
Category
37.63%
 

3-Year Return

PAHGX
12.00%
Category
13.82%
 

5-Year Return

PAHGX
14.01%
Category
13.76%
 

Holdings: PAHGX

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Sector Weightings

SectorPAHGX
Technology   25.09%
Financial Services   16.75%
Consumer Cyclical   10.78%
Communication Services   10.55%
Healthcare   10.55%
Industrials   9.14%
Consumer Defensive   5.73%
Energy   3.38%
Basic Materials   3.33%
Utilities   2.41%
Real Estate   2.28%
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Recent News: PAHGX

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Research Reports: PAHGX

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