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Putnam Sustainable Retirement 2050 Y PRRUX

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%

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 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