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Putnam Retirement Income Lifestyle 3 B (PBIOX)

11.34 0.00(0.00%) Jul 11
Prev Close:11.34
YTD Return*:5.49%
Net Assets*:22.44M
Yield*:1.11%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for PBIOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Putnam Absolute Return 700 Y10.0118.32
SPG1.2516.18
iShares MSCI EAFE1.12N/A
Buenos Aires Prov Euro Mtn Be 11.75%1.08N/A
SPDR S&P 5000.97N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:22.44M
Category:Retirement Income
Annual Report Expense Ratio (net):1.76%

Performance & Risk

YTD Return:5.49%
5y Avg Return:10.08%
Rank in Category (ytd):6
% Rank in Category (ytd):2.05%
Beta (3y):0.91
Morningstar Risk Rating:4

Fund Summary

The investment seeks current income consistent with what the manager believes to be prudent risk; its secondary objective is capital appreciation. The fund invests mainly in a combination of bonds and common stocks of U.S. and non-U.S. companies and in Putnam Absolute Return 700 fund, which is a Putnam mutual fund the managers refer to as the underlying fund. It also invests in other fixed-income securities, such as mortgage-backed investments, and invests in money market securities or affiliated money market funds for cash management. The fund allocates 40% in equity and 60% in fixed income. View More
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