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Morningstar

Putnam Sustainable Retirement 2050 R6 PREUX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 19.39  /  −0.62 %
  • Total Assets 141.6 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2050
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.66%
  • Turnover 129%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis PREUX

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

  • People Pillar

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

Putnam Sustainable Retirement 2050 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-cheapest fee quintile among peers.

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Portfolio Holdings PREUX

More PREUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

45.35 66.0 Mil
—

Putnam Sustainable Future ETF

21.05 30.6 Mil
—

Putnam PanAgora ESG Intl Eq ETF

15.05 21.9 Mil
—

Putnam ESG Core Bond ETF

9.83 14.3 Mil
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

3.97 5.8 Mil
—

Putnam ESG High Yield ETF

3.63 5.3 Mil
—

Net Cash

1.04 1.5 Mil
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.09 126,277
—