Putnam Sustainable Retirement 2060 Fund Class R6
PEFGX
NASDAQ
| Weiss Ratings | PEFGX-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 | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Putnam Sustainable Retirement 2060 Fund Class R6 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 01, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.07% | |||
| Dividend | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.55% | |||
| Asset Allocation | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.12% | |||
| Stock | 89.38% | |||
| U.S. Stock | 63.49% | |||
| Non-U.S. Stock | 25.89% | |||
| Bond | 6.98% | |||
| U.S. Bond | 6.12% | |||
| Non-U.S. Bond | 0.86% | |||
| Preferred | 0.03% | |||
| Convertible | 0.03% | |||
| Other Net | 0.47% | |||
| Price History | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.96% | |||
| 30-Day Total Return | 3.36% | |||
| 60-Day Total Return | 4.74% | |||
| 90-Day Total Return | 8.97% | |||
| Year to Date Total Return | 11.53% | |||
| 1-Year Total Return | 9.46% | |||
| 2-Year Total Return | 43.40% | |||
| 3-Year Total Return | 62.36% | |||
| 5-Year Total Return | 79.88% | |||
| Price | PEFGX-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 | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $15.67 | |||
| 1-Month Low NAV | $15.08 | |||
| 1-Month High NAV | $15.67 | |||
| 52-Week Low NAV | $11.98 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.67 | |||
| 52-Week High Price (Date) | Sep 19, 2025 | |||
| Beta / Standard Deviation | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.90 | |||
| Standard Deviation | 14.16 | |||
| Balance Sheet | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 71.40M | |||
| Operating Ratios | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.50% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PEFGX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 14.56% | |||
| Last Bear Market Total Return | -14.00% | |||