YOUR GUIDE TO SAVING FOR COLLEGE

Putnam 529 for America

Expense Ratio

0.0%

2.7%

Investors in Putnam 529 for America can select from the following investment options. Click on a portfolio name for more information.

Age Based

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Age-Based - New Born 1.16% 85% N/A N/A N/A N/A
Age-Based - Age 1 1.16% 85% 17.15% N/A N/A N/A
Age-Based - Age 2 1.15% 82.8% 16.99% N/A N/A N/A
Age-Based - Age 3 1.15% 81.2% 16.77% 7.77% N/A N/A
Age-Based - Age 4 1.15% 79% 16.35% 7.63% N/A N/A
Age-Based - Age 5 1.14% 76% 15.98% 7.51% 10.76% N/A
Age-Based - Age 6 1.14% 73.4% 15.38% 7.31% 10.55% N/A
Age-Based - Age 7 1.14% 70% 14.70% 7.12% 10.34% N/A
Age-Based - Age 8 1.13% 66.2% 13.94% 6.88% 10.06% N/A
Age-Based - Age 9 1.13% 62.1% 13.26% 6.66% 9.80% N/A
Age-Based - Age 10 1.13% 58.8% 12.52% 6.43% 9.46% N/A
Age-Based - Age 11 1.12% 54.5% 11.58% 6.13% 9.09% N/A
Age-Based - Age 12 1.11% 47.7% 10.28% 5.65% 8.58% N/A
Age-Based - Age 13 1.10% 41.4% 8.97% 5.14% 8.02% N/A
Age-Based - Age 14 1.09% 34.8% 7.59% 4.53% 7.40% N/A
Age-Based - Age 15 1.08% 28.5% 6.24% 3.87% 6.74% N/A
Age-Based - Age 16 1.07% 23.7% 5.11% 3.25% 6.06% N/A
Age-Based - Age 17 1.04% 18.3% 4.08% 2.66% 5.38% N/A
Age-Based - Age 18 1.03% 14.1% 3.13% 2.13% 4.74% N/A
Age-Based - Age 19 1.00% 10.5% 2.27% 1.60% 4.10% N/A
Age-Based - Age 20 0.98% 6.9% 1.59% 1.17% 3.47% N/A
Age-Based - Age 21+ 0.96% 4.5% 1.09% 0.76% 2.91% N/A

Static

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Putnam 529 Aggressive Growth 1.18% 100% 18.95% 8.45% 12.26% N/A
Putnam 529 Balanced 1.12% 60% 13.00% 6.58% 8.89% N/A
Putnam 529 Growth 1.16% 85% 17.29% 7.91% 11.07% N/A

Individual

Portfolio E.R. % Eq. 1Y 3Y 5Y 10Y
Putnam 529 MFS Institutional International Equity 1.13% 100% -10.32% 2.17% 2.15% N/A
Putnam 529 Principal MidCap 1.09% 100% 20.03% 12.13% 15.22% N/A
Putnam 529 Small Cap Value 1.29% 100% 20.47% 10.61% N/A N/A
Putnam 529 SSgA S&P 500 Index Fund 0.55% 100% 17.88% 10.20% 13.55% N/A
Putnam 529 Federated US Government Securities 0.97% 0% -1.35% 0.29% -0.23% N/A
Putnam 529 Equity Income 1.11% 100% 17.54% 8.55% 13.31% N/A
Putnam 529 Income 1.01% 0% 2.72% 1.50% 2.57% N/A
Putnam 529 Absolute Return 100 0.75% 0% 3.35% 1.27% 1.35% N/A
Putnam 529 Absolute Return 300 0.87% 0% 6.10% 1.11% 2.27% N/A
Putnam 529 Absolute Return 500 1.19% 15% 5.14% 2.29% 2.50% N/A
Putnam 529 Absolute Return 700 1.33% 15% 7.61% 3.26% 3.57% N/A
Putnam 529 Growth Opportunities 1.22% 100% 22.63% N/A N/A N/A
Putnam 529 MFS Institutional International Equity Fund 1.10% 100% 10.74% 1.25% 5.32% N/A
Putnam 529 Government Money Market 1.08% 0% N/A N/A N/A N/A
Putnam 529 High Yield 1.18% 0% N/A N/A N/A N/A

See detailed breakdown of sales charges and expenses by portfolio here.


Data as of 09/30/2017.

Disclaimer: The information contained herein: (1) is proprietary to Saving for College LLC and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Saving for College LLC nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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