Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Putnam RetirementReady Funds
SEC CIK
Latest filings (excl ownership)
N-CSR
Certified annual shareholder report (management investment company)
28 Oct 24
N-CEN
Annual report (registered investment company)
11 Oct 24
N-CSR
Certified annual shareholder report (management investment company)
27 Sep 24
N-PX
Annual report of proxy voting record
29 Aug 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
25 Apr 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
26 Mar 24
CORRESP
Correspondence with SEC
22 Dec 23
N-CEN
Annual report (registered investment company)
13 Nov 23
DEFA14A
Additional proxy soliciting materials
13 Nov 23
DEFA14A
Additional proxy soliciting materials
8 Nov 23
Latest ownership filings
NPORT-P
Putnam Retirement Advantage 2065 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage Maturity Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2060 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2055 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2050 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2045 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2040 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2030 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2025 Fund (Aug 2024 report)
25 Oct 24
NPORT-P
Putnam Retirement Advantage 2035 Fund (Aug 2024 report)
25 Oct 24
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Putnam Retirement Advantage 2025 Fund | – | -0.78 | 1.06 | 1.64 | 12.55 mm | 4 | Aug 2023 |
| Putnam Retirement Advantage 2030 Fund | – | -0.96 | 1.41 | 2.70 | 14.66 mm | 4 | Aug 2023 |
| Putnam Retirement Advantage 2035 Fund | – | -1.23 | 1.91 | 3.80 | 16.13 mm | 3 | Aug 2023 |
| Putnam Retirement Advantage 2040 Fund | – | -1.48 | 2.30 | 4.38 | 10.55 mm | 3 | Aug 2023 |
| Putnam Retirement Advantage 2045 Fund | – | -1.61 | 2.56 | 4.79 | 10.14 mm | 4 | Aug 2023 |
| Putnam Retirement Advantage 2050 Fund | – | -1.74 | 2.74 | 5.20 | 6.11 mm | 3 | Aug 2023 |
| Putnam Retirement Advantage 2055 Fund | – | -1.85 | 2.96 | 5.60 | 3.90 mm | 3 | Aug 2023 |
| Putnam Retirement Advantage 2060 Fund | – | -1.90 | 3.10 | 5.93 | 2.53 mm | 3 | Aug 2023 |
| Putnam Retirement Advantage 2065 Fund | – | -1.99 | 3.18 | 6.08 | 543.44 k | 3 | Aug 2023 |
| Putnam Retirement Advantage Maturity Fund | – | -0.76 | 1.08 | 1.48 | 12.73 mm | 2 | Aug 2023 |
| Putnam Sustainable Retirement 2025 Fund | – | -1.32 | -2.83 | -0.53 | 198.12 mm | 6 | Oct 2023 |
| Putnam Sustainable Retirement 2030 Fund | – | -1.44 | -3.27 | -0.70 | 224.26 mm | 7 | Oct 2023 |
| Putnam Sustainable Retirement 2035 Fund | – | -1.61 | -3.73 | -0.92 | 198.81 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2040 Fund | – | -1.70 | -3.98 | -1.15 | 199.47 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2045 Fund | – | -1.77 | -4.15 | -1.32 | 137.67 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2050 Fund | – | -1.86 | -4.36 | -1.43 | 103.91 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2055 Fund | – | -1.93 | -4.56 | -1.53 | 52.82 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2060 Fund | – | -1.83 | -4.76 | -1.58 | 19.29 mm | 8 | Oct 2023 |
| Putnam Sustainable Retirement 2065 Fund | PCJSX, PCJYX, PCJIX, PCJWX, PCJQX, PCJUX, PCJRX, PCJVX | -2.07 | -4.86 | -1.62 | 756.21 k | 8 | Oct 2023 |
| Putnam Sustainable Retirement Maturity Fund | – | -1.41 | -2.92 | -0.53 | 189.51 mm | 7 | Oct 2023 |