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Putnam Sustainable Retirement 2030 Fund Class Y: (MF: PRRTX)

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

$26.09 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 0.02 97
6 months 3.37 95
1 Year 7.16 93
3 Year 9.79 80
5 Year 5.57 69
10 Year 6.32 76

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.92
Bull Market (2/09 - 3/21) 332.16

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.59
5 Year 5.55
10 Year 5.83
Since Inception 5.28

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.88 4.89 2.92 1.48
2024 5.29 1.41 4.71 -2.28
2023 3.16 2.48 -2.99 9.36
2022 -2.63 -6.85 -2.18 3.81
2021 1.33 3.88 -0.94 2.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.308.599.2612.17-7.906.885.4513.42-6.2513.505.70
% Total Return Rel to Index -1.56-9.62-15.75-14.0710.30-21.80-12.94-18.07-1.86-8.28-6.23
% Total Return Rel to Peer -2.36-5.91-0.65-0.985.06-4.62-5.23-3.770.240.04-0.56
% Perf Quintile vs Peer* 5.005.000.004.001.005.005.005.003.003.004.00
% Dividends 0.000.560.640.641.371.140.400.370.750.770.17
% Yield 0.002.012.422.285.794.041.451.362.972.770.68
Capital Gains ($) 0.000.000.000.000.921.010.000.580.990.000.00
Expense Ratio 0.000.160.160.120.110.140.170.130.140.141.03

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