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Putnam Sustainable Retirement 2050 Y PRRUX

Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 16.83  /  0.06 %
  • Total Assets 102.8 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.10%
  • Turnover 32%

Morningstar’s Analysis PRRUX

Will PRRUX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam Sustainable Retirement 2050 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.

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Portfolio Holdings PRRUX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUTNAM SUSTAINABLE LEADERS ETF SEDOL BLB0YF8

41.32
43,367,115

Putnam Sustainable Future ETF

19.81
20,791,520

PUTNAM PANAGORA ESG INT EQ ETF SEDOL BP48DQ1

15.37
16,131,868

Putnam ESG Core Bond ETF

11.42
11,984,928

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.14
4,344,519

Putnam ESG High Yield ETF

3.87
4,059,472

Putnam ESG Ultra Short ETF

3.66
3,842,890

Net Cash

0.41
431,585
Cash and Equivalents