Putnam Sustainable Retirement 2055 Fund Class R4
PAEPX
NASDAQ
| Weiss Ratings | PAEPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PAEPX-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 | PAEPX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2055 Fund Class R4 | |||
| Category | Target-Date 2055 | |||
| 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 | PAEPX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.08% | |||
| Dividend | PAEPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | PAEPX-NASDAQ | Click to Compare |
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| Cash | 2.30% | |||
| Stock | 85.33% | |||
| U.S. Stock | 60.10% | |||
| Non-U.S. Stock | 25.23% | |||
| Bond | 11.78% | |||
| U.S. Bond | 10.62% | |||
| Non-U.S. Bond | 1.16% | |||
| Preferred | 0.04% | |||
| Convertible | 0.02% | |||
| Other Net | 0.51% | |||
| Price History | PAEPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.59% | |||
| 30-Day Total Return | 7.46% | |||
| 60-Day Total Return | 1.80% | |||
| 90-Day Total Return | -1.88% | |||
| Year to Date Total Return | 0.66% | |||
| 1-Year Total Return | 3.80% | |||
| 2-Year Total Return | 33.73% | |||
| 3-Year Total Return | 39.77% | |||
| 5-Year Total Return | 77.06% | |||
| Price | PAEPX-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 | PAEPX-NASDAQ | Click to Compare |
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| Nav | $13.54 | |||
| 1-Month Low NAV | $12.84 | |||
| 1-Month High NAV | $13.79 | |||
| 52-Week Low NAV | $11.55 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.33 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PAEPX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 14.72 | |||
| Balance Sheet | PAEPX-NASDAQ | Click to Compare |
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| Total Assets | 130.95M | |||
| Operating Ratios | PAEPX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 13.00% | |||
| Performance | PAEPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.05% | |||
| Last Bear Market Total Return | -13.75% | |||