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Morningstar

Putnam Sustainable Retirement 2025 Y PRRPX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 19.39  /  −0.15 %
  • Total Assets 239.3 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.25%
  • Turnover 156%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

Putnam Sustainable Retirement 2025 Y's Average People Pillar and Process Pillar ratings result in 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 —
  • 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

50.55 120.0 Mil
—

Putnam Sustainable Leaders ETF

19.34 45.9 Mil
—

Putnam ESG High Yield ETF

12.80 30.4 Mil
—

Putnam Sustainable Future ETF

8.48 20.1 Mil
—

Putnam PanAgora ESG Intl Eq ETF

4.85 11.5 Mil
—

Putnam ESG Ultra Short ETF

3.76 8.9 Mil
—

Net Cash

0.20 480,797
Cash and Equivalents