Putnam Sustainable Retirement 2035 Fund Class R6
PREGX
NASDAQ
| Weiss Ratings | PREGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PREGX-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 | PREGX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2035 Fund Class R6 | |||
| Category | Target-Date 2035 | |||
| 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 | PREGX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.99% | |||
| Dividend | PREGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | PREGX-NASDAQ | Click to Compare |
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| Cash | 3.45% | |||
| Stock | 56.38% | |||
| U.S. Stock | 44.43% | |||
| Non-U.S. Stock | 11.95% | |||
| Bond | 39.78% | |||
| U.S. Bond | 36.06% | |||
| Non-U.S. Bond | 3.72% | |||
| Preferred | 0.05% | |||
| Convertible | 0.07% | |||
| Other Net | 0.28% | |||
| Price History | PREGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.96% | |||
| 30-Day Total Return | 0.23% | |||
| 60-Day Total Return | 2.97% | |||
| 90-Day Total Return | 5.65% | |||
| Year to Date Total Return | 4.53% | |||
| 1-Year Total Return | 7.64% | |||
| 2-Year Total Return | 25.57% | |||
| 3-Year Total Return | 33.25% | |||
| 5-Year Total Return | 44.30% | |||
| Price | PREGX-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 | PREGX-NASDAQ | Click to Compare |
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| Nav | $29.73 | |||
| 1-Month Low NAV | $29.52 | |||
| 1-Month High NAV | $30.02 | |||
| 52-Week Low NAV | $25.73 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $30.30 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PREGX-NASDAQ | Click to Compare |
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| Beta | 0.61 | |||
| Standard Deviation | 10.20 | |||
| Balance Sheet | PREGX-NASDAQ | Click to Compare |
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| Total Assets | 348.59M | |||
| Operating Ratios | PREGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 27.00% | |||
| Performance | PREGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.91% | |||
| Last Bear Market Total Return | -8.79% | |||