| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
3
2
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#23 in Target Date 2021-2025
U.S. News evaluated 44 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 10.56 percent over the past year, 7.47 percent over the past three years, and 3.19 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 10.6% |
| 3 Years (Annualized) | 7.5% |
| 5 Years (Annualized) | 3.2% |
| 10 Years (Annualized) | N/A |
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 2025. It is designed to provide diversification among different asset classes by investing a majority of its assets in other Putnam mutual funds, referred to as underlying funds. The fund typically invests 60% of assets in equity and 40% of assets in fixed income securities.
Fees
Fees are Average compared to funds in the same category.
Putnam RetirementReady 2025 Fund has an expense ratio of 0.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
