PRRZX : Putnam RetirementReady 2040 Fund Class A

PRRZX is a Allocation Market Target-Date with MODERATE fees.

PRRZX

Putnam RetirementReady 2040 Fund Class A

FI Score

49 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

49% FI Score
  • prrzx
  • Mutual Fund
  • Allocation
  • Target-Date

Putnam RetirementReady 2040 Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why ยป

Fund Summary

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. The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2040. It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.

Largest Holdings

Amount Holding
69.48% Putnam Dynamic Asset Allocation Gr P
13.85% Putnam Multi-Asset Absolute Return P
9.05% Putnam Dynamic Asset Allocation Bal P
3.32% Putnam Fixed Income Absolute Return P
1.88% Putnam Dynamic Asset Allocation Equity A

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