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 Dynamic Risk Allocation Fund; Putnam Multi-Asset Absolute Return Fund; Putnam Retirement Advantage Funds; Putnam RetirementReady Funds; Putnam Total Return Fund; 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 665 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 433 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 293 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 195 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2030 Fund
Retirement Advantage 2035 Fund
Retirement Advantage 2040 Fund
Retirement Advantage 2045 Fund
Retirement Advantage 2050 Fund
Retirement Advantage 2055 Fund
Retirement Advantage 2060 Fund
Retirement Advantage 2065 Fund
Retirement Advantage Maturity Fund
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
RetirementReady 2040 Fund
RetirementReady 2045 Fund
RetirementReady 2050 Fund
RetirementReady 2055 Fund
RetirementReady 2060 Fund
RetirementReady 2065 Fund
RetirementReady Maturity Fund

College Savings Funds

Putnam 529 Age-Based 2001
Putnam 529 Age-Based 2002
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 Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Growth
Putnam 529 Fixed Income Absolute Return
Putnam 529 Government Money Market
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Large Cap Value
Putnam 529 Multi-Asset Absolute Return
Putnam 529 Small Cap Value

More from the team

Revisiting the rates conundrum

Bond bears expecting bad news in 2022 should think about the stubbornly low yields of the past two decades.

More »

Finding growth potential in unexpected places

For franchised U.S. auto dealers, consolidation and the e-commerce imperative could mark the biggest changes to the industry’s structure, possibly ever.

More »

Charting the road ahead for ultrashort bond funds

After an eventful decade for ultrashort bond funds, we remain steadfast in our belief that an ultrashort allocation is viable in all market environments.

More »

How could the yield curve impact risk assets in 2022?

The Fed's policy changes will have implications for the U.S. Treasury market and other financial assets.

More »