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PRMLX Putnam Retirement Inc Lifestyle 1 B

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Fund PRMLX Putnam Retirement Inc Lifestyle 1 B FFFAX Fidelity Freedom® Income HARCX Harbor Target Retirement Income Inv  
100% 89% 87%
Annual Fees
(1.78% Exp. Ratio)
(0.49% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$14,529.19 $21,490.44 $18,476.31
Est. savings over 30 yrs +$6,961.25 +$3,947.12
As of 12/31/16
1 YR RETURN 1.71%
3 YR 1.33%
5 YR 2.98%
10 YR 1.57%
1 YR RETURN 5.16%
3 YR 2.85%
5 YR 3.89%
10 YR 3.58%
1 YR RETURN 4.96%
3 YR 2.66%
5 YR 4.38%
10 YR --
The investment seeks as high a rate of current income as Putnam Investment Management, LLC believes is consistent with preservation of capital. The fund employs an asset allocation strategy designed for investors who are already in retirement or who plan to retire (or otherwise begin withdrawing the invested funds) in the near future. It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.
The investment seeks high current income and, as a secondary objective, capital appreciation. The fund invests in a combination of Fidelity® domestic equity funds, international equity funds (developed and emerging markets), bond funds, and short-term funds (underlying Fidelity® Funds).
The investment seeks current income and some capital appreciation. The fund invests in other Harbor mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its assets are currently allocated among the following asset classes: 70% Fixed Income, 20% Equity, and 10% Short Term.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


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Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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