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Putnam Sustainable Retirement 2055 R6 PREVX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.99  /  +0.08 %
  • Total Assets 81.3 Mil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.52%
  • Turnover 133%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PREVX

Will PREVX outperform in future?

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

Putnam Sustainable Retirement 2055 R6'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 portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings PREVX

  • 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

47.22 36.3 Mil

Putnam Sustainable Future ETF

22.35 17.2 Mil

Putnam PanAgora ESG Intl Eq ETF

15.74 12.1 Mil

Putnam ESG Core Bond ETF

6.77 5.2 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.24 3.3 Mil

Putnam ESG High Yield ETF

2.58 2.0 Mil

Net Cash

0.93 714,166
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.16 124,461