Putnam Retirement Advantage Plus 2030 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 2030 Fund Class R6 PREZX
- NAV / 1-Day Return 27.28 / +0.18 %
- Total Assets 542.9M
-
Adj. Expense Ratio
0.500%
- Expense Ratio 0.060%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2030
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.15%
- Turnover 18%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PREZX
Will PREZX 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 PREZX 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 PREZX’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 Cnsrv P | 37.94 | 203M | — |
Putnam Multi-Asset Income P | 24.46 | 131M | — |
Putnam Dynamic Asset Allocation Bal P | 24.06 | 129M | — |
Putnam Fds Tr | 5.82 | 31M | — |
Franklin BSP Lending R6 | 3.80 | 20M | — |
Clarion Partners Real Estate Inc I | 3.79 | 20M | — |
Cash And Equivalents | 0.12 | 654,076 | Cash and Equivalents |
United States