C000011180 Performance — Putnam Sustainable Retirement 2025 Fund, Class M
Data updated: 2025-06-24
In the 12 months to Apr 2025 the fund took in a net $123.7M, and assets reached $372.80M.
C000011180 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2025 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000011180 | Category average |
|---|---|---|
| Since data start (Aug 2019 – Oct 2019) | $100 | $102 |
C000011180 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2025 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Aug–Oct) | +0.25% |
C000011180 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | — | — | — | — | — | — | — | −0.2% | +0.3% | +0.1% | — | — |
C000011180 Risk
Risk measures from monthly returns over Aug 2019 – Oct 2019.
- Best month: +0.34% (Sep 2019)
- Worst month: −0.19% (Aug 2019)
C000011180 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2025 Fund, from SEC Form N-PORT.
- 12-month net flow: $123.7M
- 12-month gross sales (incl. reinvestments): $236.4M
- Sales ÷ redemptions: 2.10×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Apr 2025 | $12.7M | $14.2M | −$1.5M |
| Mar 2025 | $20.6M | $11.0M | $9.6M |
| Feb 2025 | $19.6M | $12.0M | $7.6M |
| Jan 2025 | $21.2M | $5.1M | $16.1M |
| Dec 2024 | $31.8M | $6.2M | $25.6M |
| Nov 2024 | $25.1M | $19.0M | $6.2M |
| Oct 2024 | $21.1M | $4.6M | $16.4M |
| Sep 2024 | $21.5M | $7.7M | $13.8M |
| Aug 2024 | $21.1M | $10.3M | $10.8M |
| Jul 2024 | $13.9M | $8.1M | $5.8M |
| Jun 2024 | $11.4M | $7.6M | $3.8M |
| May 2024 | $16.6M | $7.0M | $9.6M |
C000011180 Assets Under Management
Net assets of Putnam Sustainable Retirement 2025 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-04-30 | $372.80M |
| 2025-01-31 | $362.08M |
| 2024-10-31 | $318.98M |
| 2024-07-31 | $275.90M |
| 2024-04-30 | $242.91M |
| 2024-01-31 | $222.76M |
| 2023-10-31 | $196.20M |
| 2023-07-31 | $207.23M |
| 2023-04-30 | $207.57M |
| 2023-01-31 | $208.49M |
| 2022-10-31 | $196.04M |
| 2022-07-31 | $202.09M |
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.