Putnam Retirement Advantage Plus 2060 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 2060 Fund Class R PRTRX
- NAV / 1-Day Return 16.32 / −0.85 %
- Total Assets 86.9M
-
Adj. Expense Ratio
1.250%
- Expense Ratio 0.690%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.93%
- Turnover 20%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 11:26 PM GMT+0
Morningstar’s Analysis PRTRX
Will PRTRX 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 PRTRX 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 PRTRX’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 Equity P | 66.15 | 58M | — |
Putnam Dynamic Asset Allocation Gr P | 31.62 | 28M | — |
Franklin BSP Lending R6 | 0.87 | 765,772 | — |
Clarion Partners Real Estate Inc I | 0.86 | 759,347 | — |
Putnam Fds Tr | 0.46 | 403,322 | — |
Cash And Equivalents | 0.03 | 29,504 | Cash and Equivalents |
United States