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Morningstar

Putnam Sustainable Retirement 2055 R PRRVX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.69  /  −0.16 %
  • Total Assets 81.6 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.00%
  • Turnover 133%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PRRVX

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

  • People Pillar

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

Putnam Sustainable Retirement 2055 R's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PRRVX

More PRRVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

47.22 38.6 Mil
—

Putnam Sustainable Future ETF

22.42 18.3 Mil
—

Putnam PanAgora ESG Intl Eq ETF

16.01 13.1 Mil
—

Putnam ESG Core Bond ETF

6.66 5.4 Mil
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.25 3.5 Mil
—

Putnam ESG High Yield ETF

2.54 2.1 Mil
—

Net Cash

0.73 597,653
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.16 134,642
—