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Putnam Sustainable Retirement 2040 A PRRZX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.75  /  +0.05 %
  • Total Assets 239.3 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.20%
  • Turnover 137%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis PRRZX

Will PRRZX outperform in future?

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

Putnam Sustainable Retirement 2040 A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

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Portfolio Holdings PRRZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

39.46 90.2 Mil

Putnam Sustainable Future ETF

18.27 41.8 Mil

Putnam ESG Core Bond ETF

17.57 40.2 Mil

Putnam PanAgora ESG Intl Eq ETF

12.53 28.6 Mil

Putnam ESG Ultra Short ETF

4.90 11.2 Mil

Putnam ESG High Yield ETF

4.70 10.8 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

2.30 5.3 Mil

Net Cash

0.27 616,833
Cash and Equivalents