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Putnam Sustainable Retirement 2025 CFOUSA05B1C

Performance (before sales charge)

As of 03/31/2024

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 03/31/2024
Stock
25.82%
Non-U.S. Stock
6.11%
Bond
61.22%
Non-U.S. Bond
4.26%
Preferred
0.08%
Convertible
0.22%
Cash
2.16%
Other
0.13%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2024

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 03/31/2024

Putnam ESG Core Bond ETF
50.55%
Putnam Sustainable Leaders ETF
19.34%
Putnam ESG High Yield ETF
12.80%
Putnam Sustainable Future ETF
8.48%
Putnam PanAgora ESG Intl Eq ETF
4.85%
Putnam ESG Ultra Short ETF
3.76%
Net Cash
0.20%
Fund assets

$237.28 Million

Share class

C

Morningstar category

Target-Date 2025

Expense ratio

1.60%

Investment objective

Asset Allocation

Documents