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Putnam Sustainable Retirement Mat Y PRMYX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.34  /  +0.31 %
  • Total Assets 200.7 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 3.87%
  • Turnover 121%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 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.

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.

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Portfolio Holdings PRMYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam ESG Core Bond ETF

51.72 101.4 Mil

Putnam ESG High Yield ETF

17.13 33.6 Mil

Putnam Sustainable Leaders ETF

13.86 27.2 Mil

Putnam Sustainable Future ETF

6.91 13.5 Mil

Putnam ESG Ultra Short ETF

5.87 11.5 Mil

Putnam PanAgora ESG Intl Eq ETF

4.20 8.2 Mil

Net Cash

0.31 616,129
Cash and Equivalents