C000093621 Performance — Putnam Sustainable Retirement 2055 Fund, Class M
Data updated: 2026-10-13
In the 12 months to Jul 2026 the fund took in a net $10.2M, and assets reached $180.90M.
C000093621 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000093621 | Category average |
|---|---|---|
| Since data start (Aug 2019 – Oct 2019) | $101 | $102 |
C000093621 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Aug–Oct) | +0.64% |
C000093621 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 | — | — | — | — | — | — | — | +1.3% | +1.6% | −2.2% | — | — |
C000093621 Risk
Risk measures from monthly returns over Aug 2019 – Oct 2019.
- Best month: +1.58% (Sep 2019)
- Worst month: −2.18% (Oct 2019)
C000093621 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $10.2M
- 12-month gross sales (incl. reinvestments): $44.6M
- Sales ÷ redemptions: 1.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.7M | $3.0M | −$1.3M |
| Jun 2026 | $2.6M | $3.1M | −$531K |
| May 2026 | $2.1M | $2.3M | −$235K |
| Apr 2026 | $3.1M | $3.6M | −$496K |
| Mar 2026 | $3.7M | $4.0M | −$272K |
| Feb 2026 | $2.3M | $1.6M | $638K |
| Jan 2026 | $3.1M | $4.0M | −$945K |
| Dec 2025 | $7.2M | $3.2M | $4.0M |
| Nov 2025 | $3.5M | $2.1M | $1.4M |
| Oct 2025 | $5.4M | $2.6M | $2.7M |
| Sep 2025 | $4.6M | $2.2M | $2.4M |
| Aug 2025 | $5.5M | $2.7M | $2.8M |
C000093621 Assets Under Management
Net assets of Putnam Sustainable Retirement 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $180.90M |
| 2026-04-30 | $177.10M |
| 2026-01-31 | $172.25M |
| 2025-10-31 | $169.56M |
| 2025-07-31 | $152.75M |
| 2025-04-30 | $130.95M |
| 2025-01-31 | $131.49M |
| 2024-10-31 | $116.85M |
| 2024-07-31 | $100.08M |
| 2024-04-30 | $81.93M |
| 2024-01-31 | $69.67M |
| 2023-10-31 | $52.21M |
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.