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    Putnam RetirementReady 2040 A (PRRZX)

    20.24 Up 0.02(0.10%) Aug 28
    Prev Close:20.22
    YTD Return*:4.06%
    Net Assets*:64.91M
    Yield*:4.63%

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Putnam Dynamic Asset Allocation Gr Y63.37N/A
    Putnam Dynamic Asset Allocation Equity Y22.87N/A
    Putnam Absolute Return 700 Y7.86N/A
    Putnam Absolute Return 500 Y3.12N/A
    Putnam Absolute Return 100 Y3.02N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:64.91M
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:4.06%
    5y Avg Return:11.88%
    Rank in Category (ytd):21
    % Rank in Category (ytd):8.24%
    Beta (3y):1.23
    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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