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Morningstar

Putnam Sustainable Retirement 2050 Y PRRUX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 18.04  /  0.89 %
  • Total Assets 115.7 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 2.05%
  • Turnover 129%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:24 PM GMT+0

Morningstar’s Analysis PRRUX

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

People Pillar

The People Pillar is our evaluation of the PRRUX 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 PRRUX’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 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.

by Morningstar Manager Research
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Portfolio Holdings PRRUX

More PRRUX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 100.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

41.04
42,157,054
—

Putnam Sustainable Future ETF

19.38
19,908,309
—

Putnam PanAgora ESG Intl Eq ETF

15.64
16,070,288
—

Putnam ESG Core Bond ETF

11.91
12,233,853
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.20
4,311,329
—

Putnam ESG High Yield ETF

4.05
4,160,651
—

Putnam ESG Ultra Short ETF

4.01
4,121,922
—

Net Cash

−0.23
−233,363
Cash and Equivalents