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Putnam Sustainable Retirement 2030 A PRRQX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.31  /  +0.89 %
  • Total Assets 265.9 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2030
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.97%
  • Turnover 144%

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

Morningstar’s Analysis PRRQX

Will PRRQX outperform in future?

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

Putnam Sustainable Retirement 2030 A's Average Process Pillar and People 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-costliest quintile among peers.

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Portfolio Holdings PRRQX

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

Putnam ESG Core Bond ETF

42.53 108.7 Mil

Putnam Sustainable Leaders ETF

25.37 64.8 Mil

Putnam Sustainable Future ETF

11.58 29.6 Mil

Putnam ESG Ultra Short ETF

7.13 18.2 Mil

Putnam PanAgora ESG Intl Eq ETF

6.86 17.5 Mil

Putnam ESG High Yield ETF

6.43 16.4 Mil

Net Cash

0.09 231,583
Cash and Equivalents