Putnam Retirement Advantage Plus Mat A 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 Maturity Class A PRMAX
- NAV / 1-Day Return 17.29 / +0.12 %
- Total Assets 635.6M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.430%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Target-Date Retirement
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.42%
- Turnover 10%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PRMAX
Will PRMAX 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 PRMAX 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 PRMAX’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 100.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Putnam Multi-Asset Income P | 79.72 | 504M | — |
Putnam Dynamic Asset Allocation Bal P | 6.74 | 43M | — |
Putnam Fds Tr | 5.85 | 37M | — |
Franklin BSP Lending R6 | 3.98 | 25M | — |
Clarion Partners Real Estate Inc I | 3.96 | 25M | — |
Cash And Equivalents | −0.25 | −2M | Cash and Equivalents |
United States