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Putnam Sustainable Retirement 2055 Fund Class R3: (MF: PAEOX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:19 PM ET

$14.36 USD

-0.01 (-0.07%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.06 97
3 months -0.19 97
6 months 4.98 88
1 Year 11.95 76
3 Year 15.34 36
5 Year 10.28 11
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.95
5 Year NA
10 Year NA
Since Inception 10.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.76 10.78 4.72 2.22
2024 10.11 2.54 4.89 -2.78
2023 6.13 4.62 -2.57 12.52
2022 -5.09 -13.77 -4.30 7.30
2021 NA 0.00 0.00 22.50

Annual Return

20262025202420232022
% Total Return 0.0612.9515.1521.72-15.97
% Total Return Rel to Index -1.45-5.26-9.86-4.512.23
% Total Return Rel to Peer -2.24-1.545.238.56-3.00
% Perf Quintile vs Peer* 5.004.000.001.003.00
% Dividends 0.000.180.110.140.17
% Yield 0.001.200.801.531.60
Capital Gains ($) 0.000.010.000.000.77
Expense Ratio 0.000.440.000.000.00

* 1 = Top 20%, 5 = Bottom 20%