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Morningstar

Putnam Sustainable Retirement 2060 A PRTFX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.65  /  −0.78 %
  • Total Assets 29.0 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 1.18%
  • Turnover 154%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

  • Process Pillar

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

  • People Pillar

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

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.

by Morningstar Manager Research
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Portfolio Holdings PRTFX

More PRTFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

48.70 13.9 Mil
—

Putnam Sustainable Future ETF

23.52 6.7 Mil
—

Putnam PanAgora ESG Intl Eq ETF

16.63 4.7 Mil
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.50 1.3 Mil
—

Putnam ESG Core Bond ETF

3.99 1.1 Mil
—

Putnam ESG High Yield ETF

1.44 409,225
—

Net Cash

1.18 335,928
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.04 10,985
—