Putnam Retirement Advantage Plus 2055 R 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 R PRRVX
- NAV / 1-Day Return 16.14 / +2.15 %
- Total Assets 177.1M
-
Adj. Expense Ratio
1.250%
- Expense Ratio 0.690%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.82%
- Turnover 18%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PRRVX
Will PRRVX 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 PRRVX 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 PRRVX’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 | 53.22 | 94M | — |
Putnam Dynamic Asset Allocation Equity P | 43.88 | 78M | — |
Franklin BSP Lending R6 | 1.22 | 2M | — |
Clarion Partners Real Estate Inc I | 1.22 | 2M | — |
Putnam Fds Tr | 0.46 | 808,135 | — |
Cash And Equivalents | 0.01 | 12,339 | Cash and Equivalents |
United States