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
Dynamic Asset Allocation Balanced Fund
Overall Morningstar RatingTM among 703 funds in the Moderate Allocation category.
10-year Morningstar RatingTM among 494 funds in the Moderate Allocation category.
3-year Morningstar RatingTM among 703 funds in the Moderate Allocation category.
Dynamic Asset Allocation Conservative Fund
Overall Morningstar RatingTM among 149 funds in the Conservative Allocation category.
10-year Morningstar RatingTM among 106 funds in the Conservative Allocation category.
5-year Morningstar RatingTM among 138 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 220 funds in the Moderately Aggressive Allocation category.
5-year Morningstar RatingTM among 277 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 149 funds in the Conservative Allocation category.
3-year Morningstar RatingTM among 149 funds in the Conservative Allocation category.
Retirement Advantage 2025 Fund
Retirement Advantage 2025 Trust
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 2030 Trust
Overall Morningstar RatingTM among 199 funds in the Target-Date 2030 category.
10-year Morningstar RatingTM among 102 funds in the Target-Date 2030 category.
5-year Morningstar RatingTM among 175 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 2035 Trust
Overall Morningstar RatingTM among 190 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 101 funds in the Target-Date 2035 category.
5-year Morningstar RatingTM among 174 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 2040 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 102 funds in the Target-Date 2040 category.
5-year Morningstar RatingTM among 175 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 2045 Trust
Overall Morningstar RatingTM among 190 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 101 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 174 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 2050 Trust
Overall Morningstar RatingTM among 191 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 102 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 175 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 2055 Trust
Overall Morningstar RatingTM among 190 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 87 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 174 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 2060 Trust
Overall Morningstar RatingTM among 189 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 162 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 131 funds in the Target-Date 2065+ category.
3-year Morningstar RatingTM among 131 funds in the Target-Date 2065+ category.
Retirement Advantage 2065 Trust
Overall Morningstar RatingTM among 131 funds in the Target-Date 2065+ category.
3-year Morningstar RatingTM among 131 funds in the Target-Date 2065+ category.
Retirement Advantage Maturity Fund
Overall Morningstar RatingTM among 149 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 149 funds in the Target-Date Retirement category.
Retirement Advantage Maturity Trust
Overall Morningstar RatingTM among 149 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 79 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 130 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 149 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
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 101 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 174 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 102 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 175 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 87 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 174 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 162 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 131 funds in the Target-Date 2065+ category.
3-year Morningstar RatingTM among 131 funds in the Target-Date 2065+ category.
Sustainable Retirement Maturity Fund
3-year Morningstar RatingTM among 149 funds in the Target-Date Retirement category.

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