Brett S. Goldstein, CFA

Co-Chief Investment Officer, Global Asset Allocation

Mr. Goldstein is Co-Chief Investment Officer, Global Asset Allocation (GAA), and a member of Putnam's Operating Committee. In his role as Co-CIO of GAA, he directs the overall strategy and positioning of Putnam's GAA products. He is responsible for the research and implementation of risk and portfolio construction methods across GAA products. In addition, Mr. Goldstein works extensively with retirement glide path research and GAA target-date funds. His work also contributes to Putnam's Capital Markets Outlook. Mr. Goldstein has been in the investment industry since he joined Putnam in 2010.

Mr. Goldstein is a portfolio manager of Putnam Dynamic Asset Allocation Funds (Growth, Balanced, and Conservative); Putnam Multi-Asset Income Fund; Putnam Multi-Asset Model Portfolios; Putnam Retirement Advantage Funds; Putnam Sustainable Retirement Funds; and Putnam 529 for America. Previously at Putnam, he was a Portfolio Manager, an Analyst, and an Investment Associate in the GAA group.

Mutual Funds

Fact sheet Annual Semi annual Compare
Dynamic Asset Allocation Balanced Fund
Overall Morningstar RatingTM among 680 funds in the Moderate Allocation category.
10-year Morningstar RatingTM among 485 funds in the Moderate Allocation category.
5-year Morningstar RatingTM among 642 funds in the Moderate Allocation category.
3-year Morningstar RatingTM among 680 funds in the Moderate Allocation category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 135 funds in the Conservative Allocation category.
10-year Morningstar RatingTM among 102 funds in the Conservative Allocation category.
5-year Morningstar RatingTM among 131 funds in the Conservative Allocation category.
3-year Morningstar RatingTM among 135 funds in the Conservative Allocation category.
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 302 funds in the Moderately Aggressive Allocation category.
10-year Morningstar RatingTM among 227 funds in the Moderately Aggressive Allocation category.
5-year Morningstar RatingTM among 276 funds in the Moderately Aggressive Allocation category.
3-year Morningstar RatingTM among 302 funds in the Moderately Aggressive Allocation category.
Multi-Asset Income Fund
Overall Morningstar RatingTM among 135 funds in the Conservative Allocation category.
3-year Morningstar RatingTM among 135 funds in the Conservative Allocation category.
Retirement Advantage 2025 Fund
Overall Morningstar RatingTM among 197 funds in the Target-Date 2025 category.
3-year Morningstar RatingTM among 197 funds in the Target-Date 2025 category.
Retirement Advantage 2030 Fund
Overall Morningstar RatingTM among 199 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 199 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Overall Morningstar RatingTM among 190 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 190 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Overall Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Overall Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Overall Morningstar RatingTM among 191 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 191 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Overall Morningstar RatingTM among 190 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 190 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2060 category.
Retirement Advantage 2065 Fund
Overall Morningstar RatingTM among 137 funds in the Target-Date 2065+ category.
3-year Morningstar RatingTM among 137 funds in the Target-Date 2065+ category.
Retirement Advantage Maturity Fund
Overall Morningstar RatingTM among 145 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 145 funds in the Target-Date Retirement category.
Sustainable Retirement 2025 Fund
3-year Morningstar RatingTM among 197 funds in the Target-Date 2025 category.
Sustainable Retirement 2030 Fund
3-year Morningstar RatingTM among 199 funds in the Target-Date 2030 category.
Sustainable Retirement 2035 Fund
3-year Morningstar RatingTM among 190 funds in the Target-Date 2035 category.
Sustainable Retirement 2040 Fund
Overall Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 107 funds in the Target-Date 2040 category.
5-year Morningstar RatingTM among 170 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
Sustainable Retirement 2045 Fund
Overall Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 107 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 169 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
Sustainable Retirement 2050 Fund
Overall Morningstar RatingTM among 191 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 107 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 170 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 191 funds in the Target-Date 2050 category.
Sustainable Retirement 2055 Fund
Overall Morningstar RatingTM among 190 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 101 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 169 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 190 funds in the Target-Date 2055 category.
Sustainable Retirement 2060 Fund
Overall Morningstar RatingTM among 189 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 160 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 189 funds in the Target-Date 2060 category.
Sustainable Retirement 2065 Fund
Overall Morningstar RatingTM among 137 funds in the Target-Date 2065+ category.
3-year Morningstar RatingTM among 137 funds in the Target-Date 2065+ category.
Sustainable Retirement Maturity Fund
3-year Morningstar RatingTM among 145 funds in the Target-Date Retirement category.

Model Portfolios

Putnam Aggressive Growth Model
Putnam Growth Model
Putnam Balanced Growth Model
Putnam Conservative Growth Model
Putnam Balanced Income Model
Putnam Income Model

College Savings Funds

Putnam 529 Age-Based 2003
Putnam 529 Age-Based 2004
Putnam 529 Age-Based 2005
Putnam 529 Age-Based 2006
Putnam 529 Age-Based 2007
Putnam 529 Age-Based 2008
Putnam 529 Age-Based 2009
Putnam 529 Age-Based 2010
Putnam 529 Age-Based 2011
Putnam 529 Age-Based 2012
Putnam 529 Age-Based 2013
Putnam 529 Age-Based 2014
Putnam 529 Age-Based 2015
Putnam 529 Age-Based 2016
Putnam 529 Age-Based 2017
Putnam 529 Age-Based 2018
Putnam 529 Age-Based 2019
Putnam 529 Age-Based 2020
Putnam 529 Age-Based 2021
Putnam 529 Age-Based 2022
Putnam 529 Age-Based 2023
Putnam 529 Age-Based 2024
Putnam 529 Age-Based Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Growth
Putnam 529 Core Bond
Putnam 529 Government Money Market
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Large Cap Growth
Putnam 529 Large Cap Value
Putnam 529 Multi-Asset Income
Putnam 529 Small Cap Value

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