Putnam Retirement Advantage Plus 2035 R6 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 2035 Fund Class R6 PREGX
- NAV / 1-Day Return 31.73 / +0.28 %
- Total Assets 412.5M
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.020%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.83%
- Turnover 22%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PREGX
Will PREGX 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 PREGX 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 PREGX’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 99.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Putnam Dynamic Asset Allocation Bal P | 79.43 | 323M | — |
Putnam Dynamic Asset Allocation Gr P | 6.30 | 26M | — |
Putnam Fds Tr | 4.52 | 18M | — |
Franklin BSP Lending R6 | 3.92 | 16M | — |
Clarion Partners Real Estate Inc I | 3.90 | 16M | — |
Putnam Multi-Asset Income P | 1.56 | 6M | — |
Putnam Dynamic Asset Allocation Cnsrv P | 0.25 | 1M | — |
Cash And Equivalents | 0.12 | 483,263 | Cash and Equivalents |
United States