Putnam Sustainable Retirement 2040 Fund Class R
| Weiss Ratings | I-5808 | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | I-5808 | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (3), Thomas A. Nelson (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | I-5808 | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2040 Fund Class R | |||
| Category | Target-Date 2040 | |||
| 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-5808 | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | I-5808 | Click to Compare |
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| Dividend Yield (Forward) | 1.48% | |||
| Asset Allocation | I-5808 | Click to Compare |
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| Cash | 5.07% | |||
| Stock | 65.93% | |||
| U.S. Stock | 49.02% | |||
| Non-U.S. Stock | 16.91% | |||
| Bond | 28.50% | |||
| U.S. Bond | 25.03% | |||
| Non-U.S. Bond | 3.47% | |||
| Preferred | 0.08% | |||
| Convertible | 0.08% | |||
| Other Net | 0.33% | |||
| Price History | I-5808 | Click to Compare |
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| 7-Day Total Return | -0.75% | |||
| 30-Day Total Return | 0.88% | |||
| 60-Day Total Return | 0.34% | |||
| 90-Day Total Return | 3.20% | |||
| Year to Date Total Return | 5.45% | |||
| 1-Year Total Return | 6.00% | |||
| 2-Year Total Return | 26.84% | |||
| 3-Year Total Return | 39.21% | |||
| 5-Year Total Return | 45.60% | |||
| Price | I-5808 | 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-5808 | Click to Compare |
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| Nav | $26.12 | |||
| 1-Month Low NAV | $26.01 | |||
| 1-Month High NAV | $26.46 | |||
| 52-Week Low NAV | $21.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.46 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | I-5808 | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 11.07 | |||
| Balance Sheet | I-5808 | Click to Compare |
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| Total Assets | 385.50M | |||
| Operating Ratios | I-5808 | Click to Compare |
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| Expense Ratio | 1.25% | |||
| Turnover Ratio | 25.00% | |||
| Performance | I-5808 | Click to Compare |
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| Last Bull Market Total Return | 12.25% | |||
| Last Bear Market Total Return | -10.71% | |||