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 (3), 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 | 1.03% | |||
Dividend | PADWX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.61% | |||
Asset Allocation | PADWX-NASDAQ | Click to Compare |
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Cash | 2.64% | |||
Stock | 80.33% | |||
U.S. Stock | 56.57% | |||
Non-U.S. Stock | 23.76% | |||
Bond | 16.47% | |||
U.S. Bond | 14.67% | |||
Non-U.S. Bond | 1.80% | |||
Preferred | 0.06% | |||
Convertible | 0.03% | |||
Other Net | 0.49% | |||
Price History | PADWX-NASDAQ | Click to Compare |
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7-Day Total Return | -1.54% | |||
30-Day Total Return | 7.00% | |||
60-Day Total Return | 1.64% | |||
90-Day Total Return | -1.86% | |||
Year to Date Total Return | 0.57% | |||
1-Year Total Return | 3.55% | |||
2-Year Total Return | 31.54% | |||
3-Year Total Return | 36.63% | |||
5-Year Total Return | 70.32% | |||
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 | $21.07 | |||
1-Month Low NAV | $20.05 | |||
1-Month High NAV | $21.44 | |||
52-Week Low NAV | $18.13 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $22.28 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | PADWX-NASDAQ | Click to Compare |
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Beta | 0.84 | |||
Standard Deviation | 14.08 | |||
Balance Sheet | PADWX-NASDAQ | Click to Compare |
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Total Assets | 204.04M | |||
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% | |||