Brett S. Goldstein, CFA

Co-Chief Investment Officer, Global Asset Allocation

Mr. Goldstein is Co-Chief Investment Officer of Global Asset Allocation (GAA) and a member of Putnam's Operating Committee. In partnership with Co-CIO of GAA Robert J. Schoen, Mr. Goldstein oversees the strategy and positioning of Putnam's GAA products, including research, security selection, portfolio construction, and risk management. He also contributes extensively to retirement glide path research and GAA's target-date funds. 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 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 653 funds in the Allocation--50% to 70% Equity category.
10-year Morningstar RatingTM among 425 funds in the Allocation--50% to 70% Equity category.
Dynamic Asset Allocation Conservative Fund
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 289 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 185 funds in the Allocation--70% to 85% Equity category.
5-year Morningstar RatingTM among 263 funds in the Allocation--70% to 85% Equity category.
Dynamic Risk Allocation Fund
Multi-Asset Absolute Return Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2025 Trust
10-year Morningstar RatingTM among 89 funds in the Target-Date 2025 category.
Retirement Advantage 2030 Fund
Retirement Advantage 2030 Trust
10-year Morningstar RatingTM among 85 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Retirement Advantage 2035 Trust
Overall Morningstar RatingTM among 201 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 86 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Retirement Advantage 2040 Trust
Overall Morningstar RatingTM among 203 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 85 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 201 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 85 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 203 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 78 funds in the Target-Date 2050 category.
5-year Morningstar RatingTM among 160 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Retirement Advantage 2055 Trust
Overall Morningstar RatingTM among 201 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 65 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 154 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Retirement Advantage 2060 Trust
Overall Morningstar RatingTM among 187 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 121 funds in the Target-Date 2060 category.
Retirement Advantage 2065 Fund
Retirement Advantage 2065 Trust
Retirement Advantage Maturity Fund
Retirement Advantage Maturity Trust
Overall Morningstar RatingTM among 150 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 78 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 117 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 150 funds in the Target-Date Retirement category.
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
RetirementReady 2040 Fund
RetirementReady 2045 Fund
RetirementReady 2050 Fund
RetirementReady 2055 Fund
10-year Morningstar RatingTM among 65 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund
RetirementReady 2065 Fund
RetirementReady Maturity Fund

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