Putnam Sustainable Retirement 2025 Fund Class R3 Shares
PADHX
NASDAQ
| Weiss Ratings | PADHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PADHX-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 | PADHX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2025 Fund Class R3 Shares | |||
| Category | Target-Date 2025 | |||
| 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 | PADHX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.34% | |||
| Dividend | PADHX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.38% | |||
| Asset Allocation | PADHX-NASDAQ | Click to Compare |
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| Cash | 2.78% | |||
| Stock | 26.96% | |||
| U.S. Stock | 21.18% | |||
| Non-U.S. Stock | 5.78% | |||
| Bond | 69.86% | |||
| U.S. Bond | 63.66% | |||
| Non-U.S. Bond | 6.20% | |||
| Preferred | 0.15% | |||
| Convertible | 0.11% | |||
| Other Net | 0.14% | |||
| Price History | PADHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.57% | |||
| 30-Day Total Return | 1.01% | |||
| 60-Day Total Return | 1.50% | |||
| 90-Day Total Return | 5.50% | |||
| Year to Date Total Return | 3.16% | |||
| 1-Year Total Return | 3.96% | |||
| 2-Year Total Return | 15.52% | |||
| 3-Year Total Return | 21.53% | |||
| 5-Year Total Return | 22.01% | |||
| Price | PADHX-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 | PADHX-NASDAQ | Click to Compare |
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| Nav | $20.88 | |||
| 1-Month Low NAV | $20.63 | |||
| 1-Month High NAV | $21.00 | |||
| 52-Week Low NAV | $19.30 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.35 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PADHX-NASDAQ | Click to Compare |
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| Beta | 0.38 | |||
| Standard Deviation | 6.92 | |||
| Balance Sheet | PADHX-NASDAQ | Click to Compare |
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| Total Assets | 404.05M | |||
| Operating Ratios | PADHX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 32.00% | |||
| Performance | PADHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 8.76% | |||
| Last Bear Market Total Return | -5.17% | |||