Mutual Fund Insights: Putnam Retirement Ready 2025 A Fund (PRROX)

In-depth Analysis of Putnam Retirement Ready 2025 A Fund (PRROX)

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See Putnam Retirement Ready 2025 A Fund (PRROX) performance details as of January 31, 2010

  

Last Trade: $16.17 on 3/13/2010, Change: +0.03 (0.19%)

  

Fund Manager - Jeffrey L. Knight

Fund Manager Tenure: 5.4 years   [Similar Funds: PRRPX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

Knight is a managing director, deputy head of investments, and CIO of Putnam?s Global Asset Allocation team. Knight oversees the team?s institutional and individual portfolios and asset allocation investment process for the multi-asset-class portfolios.  Get more insights on Jeffrey L. Knight

  

 What we like about Putnam Retirement Ready 2025 A Fund (PRROX)

Data for Putnam Retirement Ready 2025 A Fund (PRROX) as of January 31, 2010

• Putnam Retirement Ready 2025 A Fund (PRROX) management has been with Putnam Retirement Ready 2025 A Fund for 5.4 years
• Putnam Retirement Ready 2025 A Fund (PRROX) has good short-term performance (1-year return 36.68% vs 33.34% Target Date 2021-2025 category average)
• Putnam Retirement Ready 2025 A Fund (PRROX) ratio of up-years vs down years is greater than 2
• Putnam Retirement Ready 2025 A Fund (PRROX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.99, lower than category average of 18.88

  

 What we are cautious about Putnam Retirement Ready 2025 A Fund (PRROX)

Data for Putnam Retirement Ready 2025 A Fund (PRROX) as of January 31, 2010

• Putnam Retirement Ready 2025 A Fund (PRROX) has a less-than-ideal mid-term performance (3-year return -5.41% vs -5.32% Target Date 2021-2025 category average)
• Putnam Retirement Ready 2025 A Fund (PRROX) has a less-than-ideal Long-term performance (5-year return 1.23% vs 1.75% Target Date 2021-2025 category average)
• Putnam Retirement Ready 2025 A Fund (PRROX) has a Morningstar rating of 3 and below
• Putnam Retirement Ready 2025 A Fund (PRROX) is less safe compared to its Target Date 2021-2025 peers
• Putnam Retirement Ready 2025 A Fund (PRROX) has an annual stock turnover rate of 139.24% that is higher than the Target Date 2021-2025 average of 35.56%. This could mean Putnam Retirement Ready 2025 A is more nimble, but also signal potential high tax impact and high trading fees
• Putnam Retirement Ready 2025 A Fund (PRROX) does not have a good risk adjusted return as its 3-year Alpha of -5.01 is worse than category average of -4.69, and its 3-year Sharpe ratio is -0.33
• Putnam Retirement Ready 2025 A Fund (PRROX) has a higher management fee of 1.25% than its Target Date 2021-2025 average of 0.58%
• Putnam Retirement Ready 2025 A Fund (PRROX) carries a 5.75% load

See Putnam Retirement Ready 2025 A Fund (PRROX) performance details as of January 31, 2010

  

  

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Putnam Retirement Ready 2025 A Fund (PRROX) Net Asset

Track net asset change of Putnam Retirement Ready 2025 A fund (PRROX)

Date	Net Asset
01/2010	$35.78M
11/2009	$35.01M
10/2009	$33.59M

More historic net asset information on Putnam Retirement Ready 2025 A Fund (PRROX)

  

Putnam Retirement Ready 2025 A Fund (PRROX) Portfolio Allocation

Track portfolio allocation change of Putnam Retirement Ready 2025 A fund (PRROX)

Date	Cash	Stock	Bond	Other
09/2009	12.64%	39.07%	44.28%	4.02%
06/2009	13.94%	35.82%	45.28%	4.97%
03/2009	14.12%	42.35%	40.44%	3.11%

Click here to see more historic asset allocation information on Putnam Retirement Ready 2025 A Fund (PRROX)

  

Most Recent Top 10 Holdings in Putnam Retirement Ready 2025 A Fund (PRROX)

Discover what Putnam Retirement Ready 2025 A Fund (PRROX) manager is buying

30-Sep-09 Putnam Asset Allocation: Growth Y [45.52%] Putnam Asset Allocation: Balanced Y [27.96%] Putnam Absolute Return 700 Y [12.12%] Putnam Absolute Return 500 Y [5.4%] Putnam Absolute Return 100 Y [3.11%] Putnam Money Market A [3.09%] Putnam Absolute Return 300 Y [2.83%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Putnam Asset Allocation: Growth Y [74.34%] Putnam Asset Allocation: Balanced Y [24.79%] Putnam Money Market A [5.46%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Mar-09 Putnam Asset Allocation: Growth Y [68.99%] Putnam Asset Allocation: Balanced Y [24.44%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in Putnam Retirement Ready 2025 A Fund (PRROX)

  

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See more information on Putnam Retirement Ready 2025 A Fund (PRROX)

• Putnam Retirement Ready 2025 A Fund Insights
• Putnam Retirement Ready 2025 A Fund Performance Data
• Putnam Retirement Ready 2025 A Fund News
• Putnam Retirement Ready 2025 A Fund Score Explaination
• Putnam Retirement Ready 2025 A Fund Manager Information
• Historic Putnam Retirement Ready 2025 A Fund Asset Allocation Report
• Historic Putnam Retirement Ready 2025 A Fund Top 10 Holding Tracking
• Historic Putnam Retirement Ready 2025 A Fund Asset Under Management Tracking