Putnam Sustainable Retirement Maturity Fund Class R3 Shares
PACKX
NASDAQ
| Weiss Ratings | PACKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PACKX-NASDAQ | Click to Compare |
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| Provider | Franklin Templeton Investments | |||
| Manager/Tenure (Years) | Brett Goldstein (6), Adrian H. Chan (4), Thomas A. Nelson (1), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PACKX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement Maturity Fund Class R3 Shares | |||
| Category | Target-Date Retirement | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jan 04, 2021 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PACKX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.12% | |||
| Dividend | PACKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.23% | |||
| Asset Allocation | PACKX-NASDAQ | Click to Compare |
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| Cash | 5.52% | |||
| Stock | 24.91% | |||
| U.S. Stock | 19.56% | |||
| Non-U.S. Stock | 5.35% | |||
| Bond | 68.93% | |||
| U.S. Bond | 62.60% | |||
| Non-U.S. Bond | 6.33% | |||
| Preferred | 0.24% | |||
| Convertible | 0.28% | |||
| Other Net | 0.12% | |||
| Price History | PACKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.22% | |||
| 30-Day Total Return | 0.11% | |||
| 60-Day Total Return | 0.09% | |||
| 90-Day Total Return | 0.10% | |||
| Year to Date Total Return | 0.09% | |||
| 1-Year Total Return | 6.68% | |||
| 2-Year Total Return | 12.95% | |||
| 3-Year Total Return | 25.45% | |||
| 5-Year Total Return | 21.64% | |||
| Price | PACKX-NASDAQ | 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 | PACKX-NASDAQ | Click to Compare |
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| Nav | $17.16 | |||
| 1-Month Low NAV | $17.08 | |||
| 1-Month High NAV | $17.28 | |||
| 52-Week Low NAV | $15.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.44 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | PACKX-NASDAQ | Click to Compare |
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| Beta | 0.93 | |||
| Standard Deviation | 6.12 | |||
| Balance Sheet | PACKX-NASDAQ | Click to Compare |
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| Total Assets | 636.50M | |||
| Operating Ratios | PACKX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 10.00% | |||
| Performance | PACKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.56% | |||
| Last Bear Market Total Return | -3.92% | |||