Putnam Sustainable Retirement 2060 Fund Class Y
PRTYX
NASDAQ
| Weiss Ratings | PRTYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PRTYX-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 | PRTYX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2060 Fund Class Y | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 30, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PRTYX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.07% | |||
| Dividend | PRTYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | PRTYX-NASDAQ | Click to Compare |
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| Cash | 1.96% | |||
| Stock | 90.14% | |||
| U.S. Stock | 63.53% | |||
| Non-U.S. Stock | 26.61% | |||
| Bond | 7.31% | |||
| U.S. Bond | 6.57% | |||
| Non-U.S. Bond | 0.74% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.54% | |||
| Price History | PRTYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.63% | |||
| 30-Day Total Return | 4.14% | |||
| 60-Day Total Return | 10.92% | |||
| 90-Day Total Return | 3.31% | |||
| Year to Date Total Return | 2.35% | |||
| 1-Year Total Return | 6.43% | |||
| 2-Year Total Return | 33.37% | |||
| 3-Year Total Return | 39.92% | |||
| 5-Year Total Return | 74.82% | |||
| Price | PRTYX-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 | PRTYX-NASDAQ | Click to Compare |
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| Nav | $14.32 | |||
| 1-Month Low NAV | $13.68 | |||
| 1-Month High NAV | $14.36 | |||
| 52-Week Low NAV | $11.92 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.94 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PRTYX-NASDAQ | Click to Compare |
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| Beta | 0.91 | |||
| Standard Deviation | 15.55 | |||
| Balance Sheet | PRTYX-NASDAQ | Click to Compare |
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| Total Assets | 62.10M | |||
| Operating Ratios | PRTYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 29.00% | |||
| Performance | PRTYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.47% | |||
| Last Bear Market Total Return | -14.13% | |||