Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Putnam Retirement Advantage 2055 A PADYX
- NAV / 1-Day Return 11.07 / 0.00
- Total Assets 5.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Target-Date 2055
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.90%
- Turnover 37%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 11:29 PM GMT+0
Morningstar’s Analysis PADYX
Will PADYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 55.19 | 3.2 Mil | — |
Putnam Dynamic Asset Allocation Equity A | 44.30 | 2.6 Mil | — |
Putnam Fds Tr | 0.49 | 28,631 | — |
Net Cash | 0.02 | 1,165 | Cash and Equivalents |