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Morningstar

Putnam Sustainable Retirement 2035 R6 PREGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.89  /  −0.19 %
  • Total Assets 250.0 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2035
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.06%
  • Turnover 138%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PREGX

Will PREGX 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 PREGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PREGX 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 PREGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam Sustainable Retirement 2035 R6's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PREGX

More PREGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

36.51 91.7 Mil
—

Putnam ESG Core Bond ETF

29.74 74.7 Mil
—

Putnam Sustainable Future ETF

16.86 42.3 Mil
—

Putnam PanAgora ESG Intl Eq ETF

9.93 24.9 Mil
—

Putnam ESG High Yield ETF

4.48 11.2 Mil
—

Putnam ESG Ultra Short ETF

1.78 4.5 Mil
—

Net Cash

0.41 1.0 Mil
Cash and Equivalents

Putnam PanAgora ESG Emerg Mkts Eq ETF

0.29 731,334
—