Putnam Sustainable Retirement 2030 Fund Class R3 Shares
PADOX
NASDAQ
| Weiss Ratings | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Sustainable Retirement 2030 Fund Class R3 Shares | |||
| Category | Target-Date 2030 | |||
| 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 | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.15% | |||
| Dividend | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.40% | |||
| Stock | 35.46% | |||
| U.S. Stock | 27.69% | |||
| Non-U.S. Stock | 7.77% | |||
| Bond | 61.78% | |||
| U.S. Bond | 56.62% | |||
| Non-U.S. Bond | 5.16% | |||
| Preferred | 0.08% | |||
| Convertible | 0.09% | |||
| Other Net | 0.19% | |||
| Price History | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.03% | |||
| 30-Day Total Return | 2.62% | |||
| 60-Day Total Return | 2.62% | |||
| 90-Day Total Return | -0.35% | |||
| Year to Date Total Return | 1.43% | |||
| 1-Year Total Return | 4.81% | |||
| 2-Year Total Return | 19.54% | |||
| 3-Year Total Return | 19.33% | |||
| 5-Year Total Return | 32.73% | |||
| Price | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.39 | |||
| 1-Month Low NAV | $24.78 | |||
| 1-Month High NAV | $25.42 | |||
| 52-Week Low NAV | $23.51 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.47 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.49 | |||
| Standard Deviation | 8.60 | |||
| Balance Sheet | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 366.04M | |||
| Operating Ratios | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.00% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PADOX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.85% | |||
| Last Bear Market Total Return | -6.95% | |||