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Morningstar

Putnam Sustainable Retirement 2035 Y PRRYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 28.38  /  +0.64 %
  • Total Assets 278.5 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2035
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.94%
  • Turnover 138%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRRYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PRRYX 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 PRRYX’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 2035 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 PRRYX

More PRRYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

33.36 91.8 Mil
—

Putnam ESG Core Bond ETF

31.72 87.3 Mil
—

Putnam Sustainable Future Etf Sedol Blb0yk3

15.89 43.7 Mil
—

Putnam PanAgora ESG Intl Eq ETF

9.76 26.9 Mil
—

Putnam ESG High Yield ETF

4.70 12.9 Mil
—

Putnam ESG Ultra Short ETF

3.97 10.9 Mil
—

Net Cash

0.39 1.1 Mil
Cash and Equivalents

Putnam PanAgora ESG Emerg Mkts Eq ETF

0.20 560,546
—