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Putnam Sustainable Retirement 2040 A (PRRZX)
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21.61 - YTD Return 8.44%
- Expense Ratio 0.60%
- Category Target-Date 2040
- Last Cap Gain -4.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 242.48M
- Beta (5Y Monthly) 0.90
- Yield 2.06%
- 5y Average Return --
- Holdings Turnover 137.00%
- Last Dividend 0.46
- Inception Date Nov 1, 2004
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 its assets in the underlying funds.
Franklin Templeton Investments
Fund Family
Target-Date 2040
Fund Category
242.48M
Net Assets
2004-11-01
Inception Date
Performance Overview: PRRZX
Trailing returns as of 4/23/2024. Category is Target-Date 2040.
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PRRWX Putnam Sustainable Retirement 2035 A
21.42
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PRVLX Putnam Sustainable Retirement 2045 A
20.37
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PRRQX Putnam Sustainable Retirement 2030 A
19.94
-0.15%
PRROX Putnam Sustainable Retirement 2025 A
19.59
-0.15%
PRMAX Putnam Sustainable Retirement Mat A
15.84
-0.13%
PGSIX Putnam Mortgage Securities Fund
8.31
-0.24%
PACAX Putnam Dynamic Asset Allocation Cnsrv A
10.24
-0.19%
PGGIX Putnam Global Income Trust
9.83
-0.30%
PNSAX Putnam Small Cap Growth A
64.91
-0.63%
PRRJX Putnam Sustainable Retirement 2050 A
19.60
-0.05%
PRRFX Putnam Sustainable Retirement 2055 A
12.36
-0.08%
PINCX Putnam Income Fund
5.10
-0.39%
PAEAX Putnam Dynamic Asset Allocation Gr A
19.27
-0.05%
PABAX Putnam Dynamic Asset Allocation Bal A
15.86
-0.19%
PXMNX Putnam MN Tax Exempt Income A
8.66
-0.12%
PXOHX Putnam OH Tax Exempt Income A
8.27
-0.12%
Holdings: PRRZX
Top 7 Holdings (99.63% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPRRZX
Technology 32.03%
Healthcare 17.78%
Consumer Cyclical 11.48%
Industrials 11.19%
Financial Services 11.08%
Consumer Defensive 5.47%
Basic Materials 3.02%
Real Estate 2.79%
Communication Services 2.67%
Utilities 1.81%
Energy 0.69%
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