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Putnam Sustainable Retirement 2030 Fund Class R6: (MF: PREZX)

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

$26.17 USD

+0.02 (0.08%)

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 0.30 96
3 months 0.03 97
6 months 3.44 95
1 Year 7.27 93
3 Year 9.89 79
5 Year 5.68 67
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 8.69
5 Year 5.66
10 Year NA
Since Inception 5.97

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.87 4.91 2.95 1.51
2024 5.32 1.45 4.74 -2.24
2023 3.16 2.52 -2.94 9.34
2022 -2.59 -6.83 -2.17 3.86
2021 1.37 3.91 -0.94 2.53

Annual Return

2026202520242023202220212020201920182017
% Total Return 0.308.699.4112.24-7.797.005.5113.51-6.1813.60
% Total Return Rel to Index -1.56-9.52-15.61-14.0010.41-21.68-12.89-17.97-1.79-8.19
% Total Return Rel to Peer -2.36-5.81-0.50-0.915.17-4.50-5.17-3.680.300.14
% Perf Quintile vs Peer* 5.005.000.004.001.005.005.005.003.003.00
% Dividends 0.000.580.660.661.391.170.390.390.780.79
% Yield 0.002.092.492.375.894.141.431.453.082.83
Capital Gains ($) 0.000.000.000.000.921.010.000.580.980.00
Expense Ratio 0.000.060.060.020.010.050.090.050.000.00

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