Nasdaq - Delayed Quote USD

Putnam Retirement Income Fund Lifestyle 1 Class M (PRMMX)

17.59 +0.01 (+0.06%)
At close: November 25 at 8:01 PM EST

Fund Summary

The investment seeks as high a rate of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital. The fund employs an asset allocation strategy designed for investors who are already in retirement or who plan to retire (or otherwise begin withdrawing the invested funds) in the near future. It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.

Putnam Retirement Income Fund Lifestyle 1 Class M

Putnam Funds
One Post Office Square
800-225-1581

Fund Overview

Category Target-Date Retirement
Fund Family Putnam
Net Assets 117.57M
YTD Return 7.81%
Yield 2.79%
Morningstar Rating
Inception Date Nov 01, 2004

Fund Operations

Last Dividend 0.02
Last Cap Gain 0.00
Holdings Turnover 37.00%
Average for Category --

Fees & Expenses

Expense PRMMX Category Average
Annual Report Expense Ratio (net) 1.22% 0.48%
Prospectus Net Expense Ratio 1.22% --
Prospectus Gross Expense Ratio 1.35% --
Max 12b1 Fee 0.50% --
Max Front End Sales Load 3.25% 5.01%
Max Deferred Sales Load -- 1.56%
3 Yr Expense Projection 726 --
5 Yr Expense Projection 1,028 --
10 Yr Expense Projection 1,885 --

Management Information

Robert Schoen, Lead Manager since November 01, 2004

Morningstar Style Box

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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.

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