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Putnam Sustainable Retirement 2060 CF00000WB66

Performance (before sales charge)

As of 02/29/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 02/29/2024
Stock
67.67%
Non-U.S. Stock
24.33%
Bond
5.18%
Non-U.S. Bond
0.27%
Preferred
0.01%
Convertible
0.02%
Cash
2.25%
Other
0.27%

Due to rounding, percentages may not equal 100%.

Sectors

As of 02/29/2024

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top holdings

As of 02/29/2024

Putnam Sustainable Leaders ETF
49.23%
Putnam Sustainable Future ETF
23.70%
Putnam PanAgora ESG Intl Eq ETF
16.53%
Putnam PanAgora ESG Emerg Mkts Eq ETF
4.54%
Putnam ESG Core Bond ETF
4.09%
Putnam ESG High Yield ETF
1.48%
Net Cash
0.41%
Putnam ESG Ultra Short ETF
0.02%
Fund assets

$26.51 Million

Share class

C

Morningstar category

Target-Date 2060

Expense ratio

1.60%

Investment objective

Asset Allocation

Documents
    Compare against similar funds*

    * “Similar funds” are top 10 performing funds in the same Morningstar category and share class , defaulted to 5 Year at NAV.