Putnam Sustainable Retirement 2060 Y (PRTYX)
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Putnam Sustainable Retirement 2060 Y
Boston MA 02109
One Post Office Square
Putnam Funds
Management Information
Robert J. Schoen,Lead Manager since November 29, 2015
Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of Putnam's GAA products. Robert’s career in the investment industry began in 1990. He joined Putnam in 1997. Prior to joining Putnam (from 1992 to 1997), Robert was a self-employed Financial Consultant. He was Head of Research at an asset management company from 1990 to 1992. Robert has a BA from Tufts University and an MBA from New York University, Stern School of Business.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryTarget-Date 2060+
Fund FamilyFranklin Templeton Investments
Net Assets28.45M
YTD Return10.67%
Yield1.39%
Morningstar Rating★★★★★
Inception DateNov 29, 2015
Fund Operations
Last Dividend0.19
Last Cap Gain0.00
Holdings Turnover154.00%
Average for CategoryN/A
Fees & Expenses
ExpensePRTYXCategory Average
Annual Report Expense Ratio (net)1.25%0.39%
Prospectus Net Expense Ratio1.25%N/A
Prospectus Gross Expense Ratio2.65%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.29%
Max Deferred Sales LoadN/A1.85%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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