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 Compare
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 2030 Fund
Retirement Advantage 2035 Fund
Retirement Advantage 2040 Fund
Retirement Advantage 2045 Fund
Retirement Advantage 2050 Fund
Retirement Advantage 2055 Fund
Retirement Advantage 2060 Fund
Retirement Advantage 2065 Fund
Retirement Advantage Maturity Fund
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

College Savings Funds

Putnam 529 Age-Based 2000
Putnam 529 Age-Based 2001
Putnam 529 Age-Based 2002
Putnam 529 Age-Based 2003
Putnam 529 Age-Based 2004
Putnam 529 Age-Based 2005
Putnam 529 Age-Based 2006
Putnam 529 Age-Based 2007
Putnam 529 Age-Based 2008
Putnam 529 Age-Based 2009
Putnam 529 Age-Based 2010
Putnam 529 Age-Based 2011
Putnam 529 Age-Based 2012
Putnam 529 Age-Based 2013
Putnam 529 Age-Based 2014
Putnam 529 Age-Based 2015
Putnam 529 Age-Based 2016
Putnam 529 Age-Based 2017
Putnam 529 Age-Based 2018
Putnam 529 Age-Based 2019
Putnam 529 Age-Based 2020
Putnam 529 Age-Based 2021
Putnam 529 Age-Based Graduate
Putnam 529 Aggressive Growth
Putnam 529 Balanced
Putnam 529 Growth
Putnam 529 Fixed Income Absolute Return
Putnam 529 Government Money Market
Putnam 529 Growth Opportunities
Putnam 529 High Yield
Putnam 529 Income
Putnam 529 Large Cap Value
Putnam 529 Multi-Asset Absolute Return
Putnam 529 Small Cap Value

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