Overall Morningstar Rating
Rating Category: Target-Date 2025
The fund's overall Morningstar Rating measures risk-adjusted returns and is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) rating metrics.
Morningstar Style Box
Source: Morningstar®. The style box reveals a fund's investment style. For equity funds, the vertical axis shows the market capitalization of the long stocks owned, and the horizontal axis shows the investment style (value, blend, or growth). For fixed income funds, the vertical axis shows the credit quality based on credit ratings and the horizontal axis shows interest-rate sensitivity as measured by effective duration. Placement is determined by fund portfolio holding figures most recently entered into Morningstar's database and corresponding market conditions. Shaded areas show the past 3 years of quarterly data. Past performance does not guarantee future results.
Historical Morningstar Ratings
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This trust merged into Putnam Retirement Advantage Maturity Trust on July 28, 2025, with the net asset value of shares determined on July 25, 2025. If you have any questions, please contact your financial professional.
U.S. Plan Sponsors and Financial Professionals
Content on this website is intended for Financial Professional and Plan Sponsor use only and is not intended for a retail investor, as the CITs here may not pertain to or be available to all investors.
Overview
Documents
Fund Literature
Factsheet - Putnam Retirement Advantage Trusts (Class RG)
Factsheet - Putnam Retirement Advantage Trusts (Class X)
Performance Flyer Putnam Retirement Advantage Trust Class I
Performance Flyer Putnam Retirement Advantage Trust Class II
Performance Flyer Putnam Retirement Advantage Trust Class III
Performance Flyer Putnam Retirement Advantage Trust Class IV
Performance Flyer Putnam Retirement Advantage Trust Class V
Brochure - Retirement Advantage Participant-Focused
Regulatory Documents
Annual Report - Putnam Retirement Advantage Trusts
Mailed hardcopies unavailable.
Disclosure - DCIO Funds Group Trust Schedule C
Mailed hardcopies unavailable.
Disclosure for ERISA 408(b)(2) - Putnam Retirement Advantage Trusts, Class X
Mailed hardcopies unavailable.
Certification Letter - Putnam Retirement Advantage Trusts
Mailed hardcopies unavailable.
Putnam Retirement Advantage Trusts Offering Statement
Important Information
Most funds offer multiple share classes. Share classes are subject to different fees and expenses, which will affect their performance.
Certain share classes are only offered to eligible investors as stated in the prospectus. Different minimums may apply to clients of certain service agents. All classes of shares are not available through all distribution channels. See the Fund's prospectus for additional information.
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Important data provider notices and terms available at www.franklintempletondatasources.com.
Performance data quoted represents past performance, which does not guarantee future results.
Indexes are unmanaged and one cannot invest directly in an index. They do not reflect any fees, expenses or sales charges.
Investors should carefully consider a fund's investment goals, risks, sales charges and expenses before investing. The prospectus contains this and other information. Please read the prospectus carefully before investing or sending money.