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Morningstar

Putnam Sustainable Retirement 2030 Y PRRTX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 23.82  /  −0.33 %
  • Total Assets 264.8 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.60%
  • Turnover 144%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PRRTX

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

  • People Pillar

    The People Pillar is our evaluation of the PRRTX 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 PRRTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam Sustainable Retirement 2030 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 PRRTX

More PRRTX 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

44.36 119.4 Mil
—

Putnam Sustainable Leaders ETF

26.88 72.4 Mil
—

Putnam Sustainable Future ETF

12.18 32.8 Mil
—

Putnam PanAgora ESG Intl Eq ETF

7.02 18.9 Mil
—

Putnam ESG High Yield ETF

6.20 16.7 Mil
—

Putnam ESG Ultra Short ETF

3.16 8.5 Mil
—

Net Cash

0.20 534,602
Cash and Equivalents