C000162756 Performance — Putnam Sustainable Retirement 2060 Fund, Class M
Data updated: 2026-10-13
In the 12 months to Jul 2026 the fund took in a net $9.3M, and assets reached $86.54M.
C000162756 Growth of $100
What $100 invested in Putnam Sustainable Retirement 2060 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | C000162756 | Category average |
|---|---|---|
| Since data start (Aug 2019 – Oct 2019) | $101 | $102 |
C000162756 Annual Returns
Calendar-year total returns of Putnam Sustainable Retirement 2060 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2019 (Aug–Oct) | +0.63% |
C000162756 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 | — | — | — | — | — | — | — | +1.4% | +1.6% | −2.3% | — | — |
C000162756 Risk
Risk measures from monthly returns over Aug 2019 – Oct 2019.
- Best month: +1.57% (Sep 2019)
- Worst month: −2.26% (Oct 2019)
C000162756 Fund Flows
Monthly money in and out of Putnam Sustainable Retirement 2060 Fund, from SEC Form N-PORT.
- 12-month net flow: $9.3M
- 12-month gross sales (incl. reinvestments): $29.9M
- Sales ÷ redemptions: 1.45×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.6M | $2.1M | −$528K |
| Jun 2026 | $2.3M | $2.9M | −$541K |
| May 2026 | $2.3M | $987K | $1.3M |
| Apr 2026 | $1.5M | $1.3M | $259K |
| Mar 2026 | $2.5M | $2.1M | $469K |
| Feb 2026 | $2.7M | $1.6M | $1.1M |
| Jan 2026 | $1.5M | $1.8M | −$314K |
| Dec 2025 | $5.6M | $1.5M | $4.1M |
| Nov 2025 | $2.6M | $1.2M | $1.4M |
| Oct 2025 | $2.1M | $2.4M | −$323K |
| Sep 2025 | $3.0M | $1.1M | $1.8M |
| Aug 2025 | $2.2M | $1.6M | $618K |
C000162756 Assets Under Management
Net assets of Putnam Sustainable Retirement 2060 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $86.54M |
| 2026-04-30 | $83.39M |
| 2026-01-31 | $79.20M |
| 2025-10-31 | $76.31M |
| 2025-07-31 | $70.04M |
| 2025-04-30 | $56.83M |
| 2025-01-31 | $57.14M |
| 2024-10-31 | $47.94M |
| 2024-07-31 | $39.67M |
| 2024-04-30 | $29.73M |
| 2024-01-31 | $24.21M |
| 2023-10-31 | $16.84M |
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.