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PAEPX

Mutual Fund ticker: NASDAQ

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Putnam Sustainable Retirement 2055 R4 (PAEPX) Ownership - Who owns Putnam Sustainable Retirement 2055 R4?

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... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

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Details

Group

Balanced Funds

Fundamentals

PAEPX

Net Assets

140M

Fund Existence

over 4 years

Turnover

13.00

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2055

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.54

Assets in Top Ten Holdings

81.1M

Average Credit Quality

N/A

Average Effective Duration

5.04

Average Effective Maturity

7.25

Fund of Funds

Yes

Fund Share Class Net Assets

549K

Fund Type

OpenEnd

Index Fund

Management Fee

0.53

Modified Duration

5.34

No Load Fund

Yes

Number of Long Holdings

8.00

Number of Net Holdings

8.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.56

Weighting Top Ten Holdings

99.38%

Gain YTD

2.379

Annual Yield % from dividends

1.08

Returns for 1 year

5.48

Returns for 3 years

31.95

Returns for 5 years

N/A

Returns for 10 years

N/A

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