Putnam Sustainable Retirement 2060 Fund Class R (PRTRX)

Fund Assets	1.00M
Expense Ratio	1.25%
Min. Investment	$500
Turnover	n/a
Dividend (ttm)	0.06
Dividend Yield	0.39%
Dividend Growth	-48.67%
Payout Frequency	Annual
Ex-Dividend Date	Dec 31, 2024

Previous Close	14.29
YTD Return	2.35%
1-Year Return	13.68%
5-Year Return	58.48%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	8
Inception Date	Nov 30, 2015

About PRTRX

PRTRX was founded on 2015-11-30. The Fund's investment strategy focuses on Growth & Income with 0.68% total expense ratio. The minimum amount to invest in Putnam RetirementReady Funds: Putnam RetirementReady 2060 Fund; Class R Shares is $500 on a standard taxable account. Putnam RetirementReady Funds: Putnam RetirementReady 2060 Fund; Class R Shares 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. The fund employs an asset allocation strategy designed for investors planning to retire in or about 2060.

• Category: Target-Date 2060+
• Performance Rating: High
• Risk Rating: Low
• Stock Exchange: NASDAQ
• Ticker Symbol: PRTRX
• Index: S&P 500 TR

Performance

PRTRX had a total return of 13.68% in the past year. Since the fund's inception, the average annual return has been 9.49%, including dividends.

Top 10 Holdings

100.00% of assets

Name	Symbol	Weight
Putnam Sustainable Leaders ETF	PLDR	48.90%
Putnam Sustainable Future ETF	PFUT	23.69%
Putnam PanAgora ESG International Equity ETF	PPIE	16.03%
Putnam PanAgora ESG Emerging Markets Equity ETF	PPEM	4.87%
Putnam ESG Core Bond ETF	PCRB	4.60%
Putnam ESG High Yield ETF	PHYD	1.86%
Putnam ESG Ultra Short ETF	PULT	0.26%
Net Cash	n/a	-0.20%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2024	$0.058	Dec 31, 2024
Dec 29, 2023	$0.113	Dec 29, 2023
Dec 30, 2022	$0.606	Dec 30, 2022
Dec 31, 2021	$1.675	Dec 31, 2021
Dec 31, 2020	$0.310	Dec 31, 2020
Dec 31, 2019	$0.524	Dec 31, 2019