Putnam Retirement Advantage 2040 R4 (PAGJX)
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Putnam Retirement Advantage 2040 R4
Boston MA 02109
One Post Office Square
Putnam Funds
Management information
Robert J. Schoen,Lead manager since 30 December 2019
Mr. Schoen is Co-Chief Investment Officer, Global Asset Allocation (GAA), and a member of Putnam`s Operating Committee. In his role as Co-CIO of GAA, he directs the overall strategy and positioning of Putnam`s GAA products. Mr. Schoen oversees the research that drives equity security selection strategies, portfolio construction, and risk management for GAA portfolios. His work also contributes to Putnam`s Capital Markets Outlook. In addition, Mr. Schoen is a portfolio manager of Putnam`s target-date, traditional asset allocation, multi-asset income, and total return strategies.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryTarget-Date 2040
Fund familyFranklin Templeton Investments
Net assets23.43M
YTD return16.23%
Yield2.11%
Morningstar rating★★★★★
Inception date31 Aug 2020
Fund operations
Last dividend0.24
Last cap gain-4.00
Holdings turnover27.00%
Average for categoryN/A
Fees and expenses
ExpensePAGJXCategory average
Annual report expense ratio (net)0.70%0.45%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio2.47%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.44%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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