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Putnam Sustainable Retirement 2060 A PRTFX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.43  /  +0.07 %
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Target-Date 2060
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.22%
  • Turnover 154%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PRTFX

Will PRTFX outperform in future?

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

Putnam Sustainable Retirement 2060 A's Average Process Pillar and People 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-costliest quintile among peers.

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Portfolio Holdings PRTFX

  • 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

49.23 13.1 Mil

Putnam Sustainable Future ETF

23.70 6.3 Mil

Putnam PanAgora ESG Intl Eq ETF

16.53 4.4 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.54 1.2 Mil

Putnam ESG Core Bond ETF

4.09 1.1 Mil

Putnam ESG High Yield ETF

1.48 392,430

Net Cash

0.41 108,429
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.02 6,556