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Putnam RetirementReady 2040 A (PRRZX)

19.97 Up 0.07(0.35%) May 27
Prev Close:19.90
YTD Return*:-0.50%
Net Assets*:88.86M

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.


  • No Headlines available for PRRZX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Putnam Dynamic Asset Allocation Gr Y68.25N/A
Putnam Dynamic Asset Allocation Equity Y16.66N/A
Putnam Absolute Return 700 Y8.03N/A
Putnam Absolute Return 500 Y3.61N/A
Putnam Absolute Return 100 Y2.51N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:88.86M
Category:Target-Date 2040
Annual Report Expense Ratio (net):0.25%

Performance & Risk

YTD Return:-0.50%
5y Avg Return:6.40%
Rank in Category (ytd):93
% Rank in Category (ytd):36.19%
Beta (3y):1.27
Morningstar Risk Rating:2

Fund Summary

The investment seeks capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its target date. 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 a majority of its assets in other Putnam mutual funds, referred to as underlying funds. View More
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