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Putnam Sustainable Retirement 2035 Y PRRYX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.96  /  +1.35 %
  • Total Assets 240.9 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.09%
  • Turnover 138%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis PRRYX

Will PRRYX outperform in future?

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

Putnam Sustainable Retirement 2035 Y's Average Process Pillar and People 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.

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Portfolio Holdings PRRYX

  • 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 Sustainable Leaders ETF

35.11 81.4 Mil

Putnam ESG Core Bond ETF

27.70 64.2 Mil

Putnam Sustainable Future ETF

16.33 37.9 Mil

Putnam PanAgora ESG Intl Eq ETF

9.89 22.9 Mil

Putnam ESG Ultra Short ETF

5.81 13.5 Mil

Putnam ESG High Yield ETF

4.72 11.0 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

0.29 668,565

Net Cash

0.16 366,303
Cash and Equivalents