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 Multi-Asset Income Fund; Putnam Multi-Asset Model Portfolios; Putnam Retirement Advantage Funds; Putnam Sustainable Retirement 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 293 funds in the Moderately Aggressive Allocation category.
10-year Morningstar RatingTM among 218 funds in the Moderately Aggressive Allocation category.
Multi-Asset Income Fund
Retirement Advantage 2025 Fund
Retirement Advantage 2025 Trust
10-year Morningstar RatingTM among 102 funds in the Target-Date 2025 category.
Retirement Advantage 2030 Fund
Retirement Advantage 2030 Trust
Overall Morningstar RatingTM among 189 funds in the Target-Date 2030 category.
10-year Morningstar RatingTM among 96 funds in the Target-Date 2030 category.
Retirement Advantage 2035 Fund
Retirement Advantage 2035 Trust
Overall Morningstar RatingTM among 182 funds in the Target-Date 2035 category.
10-year Morningstar RatingTM among 99 funds in the Target-Date 2035 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2035 category.
Retirement Advantage 2040 Fund
Overall Morningstar RatingTM among 183 funds in the Target-Date 2040 category.
3-year Morningstar RatingTM among 183 funds in the Target-Date 2040 category.
Retirement Advantage 2040 Trust
Overall Morningstar RatingTM among 183 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 183 funds in the Target-Date 2040 category.
Retirement Advantage 2045 Fund
Overall Morningstar RatingTM among 182 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2045 category.
Retirement Advantage 2045 Trust
Overall Morningstar RatingTM among 182 funds in the Target-Date 2045 category.
10-year Morningstar RatingTM among 99 funds in the Target-Date 2045 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2045 category.
Retirement Advantage 2050 Fund
Overall Morningstar RatingTM among 183 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 183 funds in the Target-Date 2050 category.
Retirement Advantage 2050 Trust
Overall Morningstar RatingTM among 183 funds in the Target-Date 2050 category.
10-year Morningstar RatingTM among 96 funds in the Target-Date 2050 category.
3-year Morningstar RatingTM among 183 funds in the Target-Date 2050 category.
Retirement Advantage 2055 Fund
Overall Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
Retirement Advantage 2055 Trust
Overall Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 81 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
Retirement Advantage 2060 Fund
Overall Morningstar RatingTM among 177 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 177 funds in the Target-Date 2060 category.
Retirement Advantage 2060 Trust
Overall Morningstar RatingTM among 177 funds in the Target-Date 2060 category.
3-year Morningstar RatingTM among 177 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 139 funds in the Target-Date Retirement category.
10-year Morningstar RatingTM among 81 funds in the Target-Date Retirement category.
5-year Morningstar RatingTM among 122 funds in the Target-Date Retirement category.
3-year Morningstar RatingTM among 139 funds in the Target-Date Retirement category.
Sustainable Retirement 2025 Fund
Sustainable Retirement 2030 Fund
Sustainable Retirement 2035 Fund
Sustainable Retirement 2040 Fund
Sustainable Retirement 2045 Fund
Sustainable Retirement 2050 Fund
10-year Morningstar RatingTM among 96 funds in the Target-Date 2050 category.
Sustainable Retirement 2055 Fund
Overall Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
10-year Morningstar RatingTM among 81 funds in the Target-Date 2055 category.
3-year Morningstar RatingTM among 182 funds in the Target-Date 2055 category.
Sustainable Retirement 2060 Fund
3-year Morningstar RatingTM among 177 funds in the Target-Date 2060 category.
Sustainable Retirement 2065 Fund
Sustainable Retirement Maturity Fund

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