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Morningstar

Putnam Sustainable Retirement 2025 Y PRRPX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 18.44  /  0.33 %
  • Total Assets 202.3 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Mid Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 6.68%
  • Turnover 57%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:21 PM GMT+0

Morningstar’s Analysis PRRPX

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

People Pillar

The People Pillar is our evaluation of the PRRPX 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 PRRPX’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 2025 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 PRRPX

More PRRPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam ESG Core Bond ETF

53.35
109,926,596
—

PUTNAM SUSTAINABLE LEADERS ETF SEDOL BLB0YF8

14.31
29,484,338
—

Putnam ESG High Yield ETF

11.49
23,678,176
—

Putnam ESG Ultra Short ETF

9.95
20,500,910
—

Putnam Sustainable Future ETF

5.98
12,328,786
—

PUTNAM PANAGORA ESG INT EQ ETF SEDOL BP48DQ1

4.78
9,843,892
—

Net Cash

0.13
277,723
Cash and Equivalents