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Morningstar

Putnam Sustainable Retirement Mat Y PRMYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.44  /  +0.41 %
  • Total Assets 201.1 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.89%
  • Turnover 121%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PRMYX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam Sustainable Retirement Mat Y to 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
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Portfolio Holdings PRMYX

More PRMYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam ESG Core Bond ETF

51.27 102.8 Mil
—

Putnam ESG High Yield ETF

16.81 33.7 Mil
—

Putnam Sustainable Leaders ETF

14.81 29.7 Mil
—

Putnam Sustainable Future Etf Sedol Blb0yk3

7.12 14.3 Mil
—

Putnam ESG Ultra Short ETF

5.72 11.5 Mil
—

Putnam PanAgora ESG Intl Eq ETF

4.25 8.5 Mil
—

Net Cash

0.01 24,489
Cash and Equivalents