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Putnam Sustainable Retirement Mat C PRMCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.80  /  +0.32 %
  • Total Assets 201.6 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.87%
  • Turnover 121%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PRMCX

Will PRMCX outperform in future?

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

Putnam Sustainable Retirement Mat C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings PRMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam ESG Core Bond ETF

50.14 101.1 Mil

Putnam ESG High Yield ETF

16.64 33.6 Mil

Putnam Sustainable Leaders ETF

15.50 31.2 Mil

Putnam Sustainable Future ETF

7.60 15.3 Mil

Putnam ESG Ultra Short ETF

5.68 11.5 Mil

Putnam PanAgora ESG Intl Eq ETF

4.25 8.6 Mil

Net Cash

0.18 359,095
Cash and Equivalents