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Putnam Sustainable Retirement 2050 A PRRJX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.02  /  +1.21 %
  • Total Assets 138.8 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2050
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.42%
  • Turnover 129%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis PRRJX

Will PRRJX outperform in future?

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

Putnam Sustainable Retirement 2050 A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

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Portfolio Holdings PRRJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

44.51 56.7 Mil

Putnam Sustainable Future ETF

20.80 26.5 Mil

Putnam PanAgora ESG Intl Eq ETF

15.27 19.4 Mil

Putnam ESG Core Bond ETF

8.69 11.1 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.00 5.1 Mil

Putnam ESG High Yield ETF

3.89 5.0 Mil

Putnam ESG Ultra Short ETF

2.01 2.6 Mil

Net Cash

0.82 1.0 Mil
Cash and Equivalents