Putnam Sustainable Retirement 2045 Fund Class R
Weiss Ratings | I-20690 | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | I-20690 | Click to Compare |
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Provider | Franklin Templeton Investments | |||
Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Thomas A. Nelson (0), 2 others | |||
Website | http://www.franklintempleton.com | |||
Fund Information | I-20690 | Click to Compare |
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Fund Name | Putnam Sustainable Retirement 2045 Fund Class R | |||
Category | Target-Date 2045 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Nov 01, 2004 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | I-20690 | Click to Compare |
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Dividend Yield | 0.26% | |||
Dividend | I-20690 | Click to Compare |
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Dividend Yield (Forward) | 1.54% | |||
Asset Allocation | I-20690 | Click to Compare |
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Cash | 4.26% | |||
Stock | 74.86% | |||
U.S. Stock | 53.44% | |||
Non-U.S. Stock | 21.42% | |||
Bond | 20.35% | |||
U.S. Bond | 17.50% | |||
Non-U.S. Bond | 2.85% | |||
Preferred | 0.07% | |||
Convertible | 0.07% | |||
Other Net | 0.39% | |||
Price History | I-20690 | Click to Compare |
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7-Day Total Return | -0.83% | |||
30-Day Total Return | 1.05% | |||
60-Day Total Return | 0.36% | |||
90-Day Total Return | 3.46% | |||
Year to Date Total Return | 6.07% | |||
1-Year Total Return | 6.82% | |||
2-Year Total Return | 28.98% | |||
3-Year Total Return | 43.31% | |||
5-Year Total Return | 51.57% | |||
Price | I-20690 | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | I-20690 | Click to Compare |
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Nav | $24.81 | |||
1-Month Low NAV | $24.68 | |||
1-Month High NAV | $25.15 | |||
52-Week Low NAV | $20.40 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $25.15 | |||
52-Week High Price (Date) | Aug 28, 2025 | |||
Beta / Standard Deviation | I-20690 | Click to Compare |
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Beta | 0.77 | |||
Standard Deviation | 12.09 | |||
Balance Sheet | I-20690 | Click to Compare |
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Total Assets | 316.09M | |||
Operating Ratios | I-20690 | Click to Compare |
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Expense Ratio | 1.25% | |||
Turnover Ratio | 21.00% | |||
Performance | I-20690 | Click to Compare |
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Last Bull Market Total Return | 12.84% | |||
Last Bear Market Total Return | -12.26% | |||