Putnam Retirement Advantage 2040 FundPBBZX
Type
Mutual fund
Peer group
Target-date
Net assets
$45.0M
Expense ratio
1.55%
1-year return
+15.6%
3 years, a year
+16.6%
5 years, a year
+9.1%
Holdings
3
What it aims to do.
The fund seeks capital appreciation and current income consistent with a decreasing emphasis on capital appreciation and an increasing emphasis on current income as it approaches its target date.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Putnam Dynamic Asset Allocation Balanced Fund | 53.81% |
| Putnam Dynamic Asset Allocation Growth Fund | 42.72% |
| Putnam Short Term Investment Fund | 3.42% |
More on PBBZX.
- PBBZX overview
- PBBZX holdings
- PBBZX risk
- PBBZX costs
- PBBZX money in and out
- PBBZX share classes
- Compare PBBZX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.