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PRRQX
Mutual Fund ticker: NASDAQ
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NET ASSETS

Putnam Sustainable Retirement 2030 A (PRRQX) Ownership - Who owns Putnam Sustainable Retirement 2030 A?

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

Profile

Category
Target-Date 2030
Address
Putnam FundsOne Post Office SquareBoston
Phone
N/A
Web
www.putnam.com

Details

Group
Balanced Funds
Category
Target Date 2026-2030
Total Expense Ratio
0.85
Min. Initial Investment
N/A
Fund Existence
over 20 years
Turnover
29.00
Front Load
5.75
Net Assets
368155000.00
Manager Tenure
N/A

Fundamentals

PRRQX
Net Assets
368M
Fund Existence
over 20 years
Turnover
29.00
Total Expense Ratio
0.85
Front Load
5.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2030
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.35
Assets in Top Ten Holdings
269M
Average Credit Quality
N/A
Average Effective Duration
5.06
Average Effective Maturity
7.27
Fund of Funds
Yes
Fund Share Class Net Assets
26.9M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.48
Modified Duration
5.27
No Load Fund
No
Number of Long Holdings
7.00
Number of Net Holdings
7.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.43
Weighting Top Ten Holdings
99.70%
Gain YTD
-0.194
Annual Yield % from dividends
2.89
Returns for 1 year
4.02
Returns for 3 years
14.21
Returns for 5 years
22.98
Returns for 10 years
26.40
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2030
Address
Putnam FundsOne Post Office SquareBoston
Phone
N/A
Web
www.putnam.com