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Multi-Asset

PREKX Putnam Retirement Advantage Plus 2045 Fund

  • Established target date expertise focused on improving participant outcomes. Designed and managed by the same Franklin Templeton Investment Solutions (FTIS) team that oversees Putnam Retirement Advantage.
  • Deep private alternatives due diligence and manager research capabilities. Supported by FTIS' dedicated alternatives manager research team, with 30+ years of experience conducting hedge fund and private alternatives due diligence. 
  • Enhanced diversification within a target date framework. Professionally managed diversified exposure to traditional and alternative asset classes at the total portfolio level. 
NAV $0.11(0.33%)
$33.85
As of 05/22/2026
YTD Total Returns At NAV 1
5.12%
As of 05/22/2026
Total Net Assets
$359.86M
As of 04/30/2026 (Updated Monthly)

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Overview

Fund Facts

Fund description

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. Each fund's target date reflects when investors are expected to retire and determines the portfolio's asset allocation.

Benchmark
S&P Target Date To 2045 Index
Fund Inception Date
11/01/2004
Dividend Frequency, if any
Annually
Distribution Rate at NAVAs of 05/22/2026 (Updated Daily)
1.65%

Sales Charges, Expenses & Fees

As of 04/17/2026
Gross Expense Ratio
1.26%
Net Expense Ratio
0.58%
Maximum Initial Charge
CDSC
N/A
12b-1 Fee
N/A

Identifiers

Ticker
PREKX
Fund Number
8959
CUSIP Code
746859149

Average Annual Total Returns

View performance section for additional info As of 04/30/2026

Class R6

  • 18.78%1 Year
  • 14.23%3 Years
  • 7.87%5 Years
  • 9.49%10 Years
  • 7.61%Since Inception
    10/29/2004

Additional Fund Info

Share Class Inception Date
09/01/2016
Investment Style
Target Date
Lipper Classification
Mixed-Asset Target 2045 Funds
Morningstar Category
Target-Date 2045

Manager and Commentary

About the Team

Franklin Templeton Investment Solutions

Franklin Templeton Investment Solutions (FTIS) is a leader in multi-asset, quantitative, and hedged solutions, leveraging a global network of investment teams to offer innovative and diversified strategies. With a focus on long-term investing, we combine deep research, active management, and data-driven insights to create solutions which seek to meet the evolving needs of investors worldwide.

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