Robert J. Schoen

Co-Chief Investment Officer, Global Asset Allocation

Mr. Schoen 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. Mr. Schoen oversees the research that drives equity security selection strategies, portfolio construction, and risk management for GAA portfolios. His work also contributes to Putnam's Capital Markets Outlook. In addition, Mr. Schoen is a member of Putnam’s ESG Leadership Committee. He joined Putnam in 1997 and has been in the investment industry since 1990.

Mr. Schoen 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 Multi-Asset Model Portfolios; Putnam Retirement Advantage Funds; Putnam RetirementReady Funds; and Putnam 529 for America. Previously at Putnam, he served as a Co-Head of GAA, Head of the Quantitative Models group, and an Analyst in the GAA group.

Mutual Funds

Fact sheet Annual Semi annual
Dynamic Asset Allocation Balanced Fund
Dynamic Asset Allocation Conservative Fund
Dynamic Asset Allocation Growth Fund
Overall Morningstar RatingTM among 302 funds in the Allocation--70% to 85% Equity category.
10-year Morningstar RatingTM among 223 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 93 funds in the Target-Date 2025 category.
Retirement Advantage 2030 Fund
Retirement Advantage 2030 Trust
Overall Morningstar RatingTM among 200 funds in the Target-Date 2030 category.
10-year Morningstar RatingTM among 96 funds in the Target-Date 2030 category.
5-year Morningstar RatingTM among 170 funds in the Target-Date 2030 category.
3-year Morningstar RatingTM among 200 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Retirement Advantage 2035 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 90 funds in the Target-Date 2035 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Retirement Advantage 2040 Trust
Overall Morningstar RatingTM among 194 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 96 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 194 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 89 funds in the Target-Date 2045 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 194 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 95 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 194 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Retirement Advantage 2055 Trust
Overall Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 71 funds in the Target-Date 2055 category.
5-year Morningstar RatingTM among 167 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Retirement Advantage 2060 Trust
Overall Morningstar RatingTM among 185 funds in the Target-Date 2060 category.
5-year Morningstar RatingTM among 151 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 185 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 144 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 80 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 121 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 144 funds in the Target-Date Retirement category.
RetirementReady 2025 Fund
RetirementReady 2030 Fund
RetirementReady 2035 Fund
3-year Morningstar RatingTM among 193 funds in the Target-Date 2035 category.
RetirementReady 2040 Fund
Overall Morningstar RatingTM among 194 funds in the Target-Date 2040 category.
10-year Morningstar RatingTM among 96 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2040 category.
RetirementReady 2045 Fund
Overall Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 89 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2045 category.
RetirementReady 2050 Fund
Overall Morningstar RatingTM among 194 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 95 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 194 funds in the Target-Date 2050 category.
RetirementReady 2055 Fund
Overall Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 71 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 193 funds in the Target-Date 2055 category.
RetirementReady 2060 Fund
Overall Morningstar RatingTM among 185 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 185 funds in the Target-Date 2060 category.
RetirementReady 2065 Fund
RetirementReady Maturity Fund

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