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Putnam RetirementReady 2040 Y PRZZX

Quantitative rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 23.64  /  0.55 %
  • Total Assets 198.6 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.65%
  • Turnover 32%

Morningstar’s Analysis PRZZX

Will PRZZX 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 2040 Y to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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