Nasdaq - Delayed Quote USD

Putnam Sustainable Retirement Mat Y (PRMYX)

15.81 -0.02 (-0.13%)
At close: 8:01 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

  • Pruco Securities, LLC
  • Mid Atlantic Capital Corp
  • Scottrade Load
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth Core
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Ameritas NTFN
  • 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 NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Existing Shareholders Only
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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 primarily its assets in ETFs that focus on investments with positive sustainability or ESG characteristics, referred to as underlying funds.

Fund Overview

Category Target-Date Retirement
Fund Family Franklin Templeton Investments
Net Assets 202.77M
YTD Return 3.12%
Yield 3.75%
Morningstar Rating
Inception Date Nov 01, 2004

Performance & Risk

YTD Return 0.08%
5y Average Return 2.22%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

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