Putnam Retirement Advantage Plus 2055 R5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Putnam Retirement Advantage Plus 2055 Fund Class R5 PAESX
- NAV / 1-Day Return 16.04 / −0.43 %
- Total Assets 182.5M
-
Adj. Expense Ratio
0.600%
- Expense Ratio 0.040%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.49%
- Turnover 18%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PAESX
Will PAESX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PAESX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PAESX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Putnam Dynamic Asset Allocation Gr P | 53.12 | 97M | — |
Putnam Dynamic Asset Allocation Equity P | 44.04 | 81M | — |
Franklin BSP Lending R6 | 1.18 | 2M | — |
Clarion Partners Real Estate Inc I | 1.17 | 2M | — |
Putnam Fds Tr | 0.47 | 856,169 | — |
Cash And Equivalents | 0.02 | 30,191 | Cash and Equivalents |
United States