C
Putnam Sustainable Retirement 2060 Fund Class R6 PEFGX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings PEFGX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info PEFGX-NASDAQ Click to
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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 PEFGX-NASDAQ Click to
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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
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Dividend Yield 1.04%
Dividend PEFGX-NASDAQ Click to
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Dividend Yield (Forward) 1.55%
Asset Allocation PEFGX-NASDAQ Click to
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Cash 3.74%
Stock 88.74%
U.S. Stock 64.25%
Non-U.S. Stock 24.49%
Bond 7.02%
U.S. Bond 6.16%
Non-U.S. Bond 0.86%
Preferred 0.03%
Convertible 0.03%
Other Net 0.44%
Price History PEFGX-NASDAQ Click to
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7-Day Total Return 2.07%
30-Day Total Return 1.22%
60-Day Total Return 3.21%
90-Day Total Return 5.28%
Year to Date Total Return 12.02%
1-Year Total Return 8.23%
2-Year Total Return 48.13%
3-Year Total Return 67.51%
5-Year Total Return 73.87%
Price PEFGX-NASDAQ Click to
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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 PEFGX-NASDAQ Click to
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Nav $15.74
1-Month Low NAV $15.42
1-Month High NAV $15.86
52-Week Low NAV $11.98
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $15.86
52-Week High Price (Date) Oct 08, 2025
Beta / Standard Deviation PEFGX-NASDAQ Click to
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Beta 0.92
Standard Deviation 13.12
Balance Sheet PEFGX-NASDAQ Click to
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Total Assets 75.22M
Operating Ratios PEFGX-NASDAQ Click to
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Expense Ratio 0.50%
Turnover Ratio 29.00%
Performance PEFGX-NASDAQ Click to
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Last Bull Market Total Return 14.56%
Last Bear Market Total Return -14.00%