Putnam Retirement Advantage Fund Quote

PAKJX Fund  USD 12.15  0.12  1.00%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Putnam Retirement is trading at 12.15 as of the 21st of January 2025; that is 1.00 percent up since the beginning of the trading day. The fund's open price was 12.03. Putnam Retirement has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 21st of January 2025. Click here to learn more.
The funds 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 . It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.. More on Putnam Retirement Advantage

Moving together with Putnam Mutual Fund

  0.72PEXTX Putnam Tax ExemptPairCorr
  0.73PFJAX Putnam High YieldPairCorr

Putnam Mutual Fund Highlights

Fund ConcentrationPutnam Funds, Large Blend Funds, Target-Date 2060+ Funds, Target-Date 2060+, Putnam (View all Sectors)
Update Date31st of December 2024
Putnam Retirement Advantage [PAKJX] is traded in USA and was established 21st of January 2025. Putnam Retirement is listed under Putnam category by Fama And French industry classification. The fund is listed under Target-Date 2060+ category and is part of Putnam family. Putnam Retirement at this time has accumulated 3.06 M in assets with no minimum investment requirements with the current yeild of 0.04%.
Check Putnam Retirement Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Retirement Advantage Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Putnam Retirement Risk Profiles

Putnam Retirement Against Markets

Other Information on Investing in Putnam Mutual Fund

Putnam Retirement financial ratios help investors to determine whether Putnam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Putnam with respect to the benefits of owning Putnam Retirement security.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Share Portfolio
Track or share privately all of your investments from the convenience of any device