C000011168 Performance — Putnam Sustainable Retirement 2035 Fund, Class M

Data updated: 2026-10-13

In the 12 months to Jul 2026 the fund took in a net $31.5M, and assets reached $412.23M.

C000011168 Growth of $100

What $100 invested in Putnam Sustainable Retirement 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.

PeriodC000011168Category average
Since data start (Aug 2019 – Oct 2019)$100$102

C000011168 Annual Returns

Calendar-year total returns of Putnam Sustainable Retirement 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2019 (Aug–Oct)+0.32%

C000011168 Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2019———————+0.4%+0.9%−1.0%——

C000011168 Risk

Risk measures from monthly returns over Aug 2019 – Oct 2019.

  • Best month: +0.90% (Sep 2019)
  • Worst month: −0.99% (Oct 2019)

C000011168 Fund Flows

Monthly money in and out of Putnam Sustainable Retirement 2035 Fund, from SEC Form N-PORT.

  • 12-month net flow: $31.5M
  • 12-month gross sales (incl. reinvestments): $138.5M
  • Sales ÷ redemptions: 1.29×
MonthSalesRedemptionsNet flow
Jul 2026$6.0M$6.6M−$605K
Jun 2026$10.4M$10.3M$105K
May 2026$3.7M$6.4M−$2.7M
Apr 2026$5.4M$9.6M−$4.3M
Mar 2026$11.4M$12.7M−$1.3M
Feb 2026$10.8M$5.5M$5.4M
Jan 2026$7.3M$11.9M−$4.6M
Dec 2025$22.9M$7.1M$15.8M
Nov 2025$13.3M$10.4M$2.9M
Oct 2025$23.6M$12.3M$11.3M
Sep 2025$12.8M$6.5M$6.3M
Aug 2025$11.1M$7.9M$3.2M

C000011168 Assets Under Management

Net assets of Putnam Sustainable Retirement 2035 Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-07-31$412.23M
2026-04-30$406.66M
2026-01-31$400.02M
2025-10-31$392.64M
2025-07-31$356.56M
2025-04-30$320.90M
2025-01-31$332.20M
2024-10-31$310.70M
2024-07-31$284.49M
2024-04-30$250.40M
2024-01-31$231.93M
2023-10-31$197.34M

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.