Putnam Sustainable Retirement Maturity Fund Class R5 Shares
PACQX
NASDAQ
| Weiss Ratings | PACQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PACQX-NASDAQ | 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 | PACQX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement Maturity Fund Class R5 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 | PACQX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.25% | |||
| Dividend | PACQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.37% | |||
| Asset Allocation | PACQX-NASDAQ | Click to Compare |
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| Cash | 1.82% | |||
| Stock | 25.99% | |||
| U.S. Stock | 20.58% | |||
| Non-U.S. Stock | 5.41% | |||
| Bond | 71.77% | |||
| U.S. Bond | 65.84% | |||
| Non-U.S. Bond | 5.93% | |||
| Preferred | 0.16% | |||
| Convertible | 0.12% | |||
| Other Net | 0.13% | |||
| Price History | PACQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.59% | |||
| 30-Day Total Return | 0.78% | |||
| 60-Day Total Return | 1.29% | |||
| 90-Day Total Return | 5.19% | |||
| Year to Date Total Return | 3.43% | |||
| 1-Year Total Return | 4.53% | |||
| 2-Year Total Return | 16.14% | |||
| 3-Year Total Return | 22.47% | |||
| 5-Year Total Return | 20.76% | |||
| Price | PACQX-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 | PACQX-NASDAQ | Click to Compare |
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| Nav | $16.77 | |||
| 1-Month Low NAV | $16.62 | |||
| 1-Month High NAV | $16.87 | |||
| 52-Week Low NAV | $15.66 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.01 | |||
| 52-Week High Price (Date) | Sep 24, 2024 | |||
| Beta / Standard Deviation | PACQX-NASDAQ | Click to Compare |
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| Beta | 0.36 | |||
| Standard Deviation | 6.71 | |||
| Balance Sheet | PACQX-NASDAQ | Click to Compare |
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| Total Assets | 223.95M | |||
| Operating Ratios | PACQX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 8.00% | |||
| Performance | PACQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.87% | |||
| Last Bear Market Total Return | -3.87% | |||