Skip to Content
Morningstar

Putnam Sustainable Retirement 2050 R5 PAEJX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.32  /  +0.59 %
  • Total Assets 150.8 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.65%
  • Turnover 129%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 11:21 PM GMT+0

Morningstar’s Analysis PAEJX

Will PAEJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAEJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAEJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAEJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam Sustainable Retirement 2050 R5's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PAEJX

More PAEJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

42.00 59.8 Mil
—

Putnam Sustainable Future ETF

20.25 28.8 Mil
—

Putnam PanAgora ESG Intl Eq ETF

15.67 22.3 Mil
—

Putnam ESG Core Bond ETF

12.27 17.5 Mil
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.33 6.2 Mil
—

Putnam ESG High Yield ETF

4.18 6.0 Mil
—

Net Cash

0.89 1.3 Mil
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.42 594,511
—