Putnam CIT offerings

Cost-saving strategies tailored for retirement

With over 85 years of investment experience, Putnam has structured a competitive line of CITs that offer value, convenience, and flexibility for today’s retirement plans. Putnam CIT assets under management totaled approximately $25.8 billion as of December 31, 2022.

Call your Putnam DC Investment Specialist at 1-866-478-8626 for more information.


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Key features of Putnam CITs

Low to no investment minimums

Active, professionally managed investment strategies

Negotiable, flexible pricing structure

Daily valuation and liquidity

Suitable for DC plan assets of all sizes

Product offerings

Putnam offers CITs in a variety of investment strategies and asset classes, including Putnam Stable Value Fund, Putnam Retirement Advantage Trust target-date strategies, and in equities, Large Cap Value, Large Cap Growth, and Small Cap Growth.

Strategy name Morningstar category CUSIP Total expense Fact sheet
Large Cap Value Trust (I Shares) Large Value 746750306 0.38%
Stable Value Fund (25bps Shares) 74686Q207 0.36%
R I Retirement Advantage 2025 Trust (I Shares) Target-Date 2025 746751452 0.50%
R X Retirement Advantage 2025 Trust (X Shares) Target-Date 2025 74674P849 0.35%
R I Retirement Advantage 2030 Trust (I Shares) Target-Date 2030 746751387 0.50%
R X Retirement Advantage 2030 Trust (X Shares) Target-Date 2030 74674P831 0.35%
R I Retirement Advantage 2035 Trust (I Shares) Target-Date 2035 746751312 0.50%
R X Retirement Advantage 2035 Trust (X Shares) Target-Date 2035 74674P823 0.35%
R I Retirement Advantage 2040 Trust (I Shares) Target-Date 2040 746751247 0.50%
R X Retirement Advantage 2040 Trust (X Shares) Target-Date 2040 74674P815 0.35%
R I Retirement Advantage 2045 Trust (I Shares) Target-Date 2045 746751171 0.50%
R X Retirement Advantage 2045 Trust (X Shares) Target-Date 2045 74674P799 0.35%
R I Retirement Advantage 2050 Trust (I Shares) Target-Date 2050 746751106 0.50%
R X Retirement Advantage 2050 Trust (X Shares) Target-Date 2050 74674P781 0.35%
R I Retirement Advantage 2055 Trust (I Shares) Target-Date 2055 74674P104 0.50%
R X Retirement Advantage 2055 Trust (X Shares) Target-Date 2055 74674P765 0.35%
R I Retirement Advantage 2060 Trust (I Shares) Target-Date 2060 74674P278 0.50%
R X Retirement Advantage 2060 Trust (X Shares) Target-Date 2060 74674P757 0.35%
R I Retirement Advantage 2065 Trust (I Shares) 74674P633 0.50%
R X Retirement Advantage 2065 Trust (X Shares) 74674P575 0.35%
Retirement Advantage Maturity Trust (X Shares) Target-Date Retirement 74674P773 0.35%