This is the universe of target-date strategies

TargetDateVisualizer focuses on equity sensitivity which determines risk characteristics at critical points of the glide path for each strategy.

The tool helps plan sponsors and advisors to identify a strategy whose investment philosophy most closely matches with their plan’s objectives.

To help analyze these strategies, we’ve divided them into four quadrants.

Each quadrant represents the strategies’ estimated sensitivity to equities.

Next, let’s answer a few questions to help identify an appropriate strategy.

The strategies in this quadrant have similar investment philosophies based on the answers you provided.

Next, select the strategies you would like to receive a more detailed report on.

For a detailed analysis, complete the information below and click “Submit.” The report may take up to a minute to generate. A Putnam DC Investment Specialist will follow up with you to review your report.

Please provide a name.
Please provide a firm.
Please provide a valid email address.
Please provide a valid 10-digit phone number.
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A detailed fund analysis will be sent to the email provided.
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If the problem persists, please contact a Putnam DC Investment Specialist at 1-866-4PUTNAM (1-866-478-8626) or DCIOTeam@putnam.com

Select at least two strategies
Select at least two strategies
Aggressive far from retirement Conservative far from retirement
Conservative near retirement Aggressive near retirement


Conservative near retirement
Aggressive far from retirement
Aggressive near retirement
Aggressive far from retirement
Conservative near retirement
Conservative far from retirement
Aggressive near retirement
Conservative far from retirement

Glide path

At retirement
Years until retirement
Years into retirement

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For informational purposes only. Not an investment recommendation.

Not FDIC insured | May lose value | No bank guarantee

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