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Putnam RetirementReady 2025 A PRROX

Quantitative rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 18.71  /  0.48 %
  • Total Assets 208.5 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 6.49%
  • Turnover 57%

Morningstar’s Analysis PRROX

Will PRROX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam RetirementReady 2025 A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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