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PAGKX

Mutual Fund ticker: NASDAQ

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Putnam Retirement Advantage 2040 R3 (PAGKX) Ownership - Who owns Putnam Retirement Advantage 2040 R3?

The investment seeks capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its target date... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

PAGKX

Net Assets

39.6M

Fund Existence

almost 5 years

Turnover

29.00

Total Expense Ratio

0.95

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.34

Assets in Top Ten Holdings

13.6M

Average Credit Quality

N/A

Average Effective Duration

4.39

Average Effective Maturity

6.50

Fund of Funds

Yes

Fund Share Class Net Assets

14.8K

Fund Type

OpenEnd

Index Fund

Management Fee

0.40

Modified Duration

4.64

No Load Fund

Yes

Number of Long Holdings

4.00

Number of Net Holdings

4.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.59

Weighting Top Ten Holdings

99.94%

Gain YTD

7.380

Annual Yield % from dividends

4.67

Returns for 1 year

8.04

Returns for 3 years

32.72

Returns for 5 years

N/A

Returns for 10 years

N/A

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