Putnam Sustainable Retirement 2040 Fund Class Y
PRZZX
NASDAQ
| Weiss Ratings | PRZZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | PRZZX-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 | PRZZX-NASDAQ | Click to Compare |
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| Fund Name | Putnam Sustainable Retirement 2040 Fund Class Y | |||
| Category | Target-Date 2040 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Nov 01, 2004 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PRZZX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.66% | |||
| Dividend | PRZZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.53% | |||
| Asset Allocation | PRZZX-NASDAQ | Click to Compare |
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| Cash | 2.96% | |||
| Stock | 66.59% | |||
| U.S. Stock | 49.16% | |||
| Non-U.S. Stock | 17.43% | |||
| Bond | 29.96% | |||
| U.S. Bond | 26.87% | |||
| Non-U.S. Bond | 3.09% | |||
| Preferred | 0.06% | |||
| Convertible | 0.05% | |||
| Other Net | 0.38% | |||
| Price History | PRZZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.36% | |||
| 30-Day Total Return | 3.08% | |||
| 60-Day Total Return | 7.76% | |||
| 90-Day Total Return | 2.09% | |||
| Year to Date Total Return | 1.78% | |||
| 1-Year Total Return | 5.67% | |||
| 2-Year Total Return | 26.87% | |||
| 3-Year Total Return | 30.80% | |||
| 5-Year Total Return | 53.98% | |||
| Price | PRZZX-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 | PRZZX-NASDAQ | Click to Compare |
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| Nav | $29.71 | |||
| 1-Month Low NAV | $28.69 | |||
| 1-Month High NAV | $29.78 | |||
| 52-Week Low NAV | $25.88 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.09 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | PRZZX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 12.12 | |||
| Balance Sheet | PRZZX-NASDAQ | Click to Compare |
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| Total Assets | 354.71M | |||
| Operating Ratios | PRZZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 25.00% | |||
| Performance | PRZZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.71% | |||
| Last Bear Market Total Return | -10.58% | |||