Nasdaq - Delayed Quote USD

Putnam Sustainable Retirement 2040 A (PRRZX)

21.59 -0.02 (-0.09%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Northwestern Mutual Inv Srvc, LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth Core
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Scottrade TF
  • Fidelity Advisor 401(k) I Shares
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Northwestern Mutual Investment Services, Llc
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard Load
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Fidelity Advisor 401(k) A Shares
  • NM WMC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement
  • Nylife Securities LLC
  • NYLIFE Securities Mutual Fund Advantage Available

Fund Summary

The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2040. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.

Fund Overview

Category Target-Date 2040
Fund Family Franklin Templeton Investments
Net Assets 242.48M
YTD Return 8.44%
Yield 2.06%
Morningstar Rating
Inception Date Nov 01, 2004

Performance & Risk

YTD Return 4.85%
5y Average Return 6.92%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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