Putnam Sustainable Retirement 2050 Fund Class R3 Shares
PADWX
NASDAQ
| Weiss Ratings | PADWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PADWX-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 (0), 2 others | |||
| Website | http://www.franklintempleton.com | |||
| Fund Information | PADWX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2050 Fund Class R3 Shares | |||
| Category | Target-Date 2050 | |||
| 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 | PADWX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.93% | |||
| Dividend | PADWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.55% | |||
| Asset Allocation | PADWX-NASDAQ | Click to Compare |
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| Cash | 3.94% | |||
| Stock | 79.74% | |||
| U.S. Stock | 56.65% | |||
| Non-U.S. Stock | 23.09% | |||
| Bond | 15.78% | |||
| U.S. Bond | 13.78% | |||
| Non-U.S. Bond | 2.00% | |||
| Preferred | 0.06% | |||
| Convertible | 0.06% | |||
| Other Net | 0.42% | |||
| Price History | PADWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.88% | |||
| 30-Day Total Return | 1.13% | |||
| 60-Day Total Return | 0.35% | |||
| 90-Day Total Return | 3.66% | |||
| Year to Date Total Return | 6.58% | |||
| 1-Year Total Return | 7.49% | |||
| 2-Year Total Return | 31.02% | |||
| 3-Year Total Return | 47.36% | |||
| 5-Year Total Return | 57.77% | |||
| Price | PADWX-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 | PADWX-NASDAQ | Click to Compare |
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| Nav | $22.33 | |||
| 1-Month Low NAV | $22.21 | |||
| 1-Month High NAV | $22.66 | |||
| 52-Week Low NAV | $18.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.66 | |||
| 52-Week High Price (Date) | Aug 28, 2025 | |||
| Beta / Standard Deviation | PADWX-NASDAQ | Click to Compare |
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| Beta | 0.82 | |||
| Standard Deviation | 12.94 | |||
| Balance Sheet | PADWX-NASDAQ | Click to Compare |
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| Total Assets | 239.21M | |||
| Operating Ratios | PADWX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.00% | |||
| Turnover Ratio | 17.00% | |||
| Performance | PADWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.46% | |||
| Last Bear Market Total Return | -13.32% | |||