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Morningstar

Putnam Sustainable Retirement 2055 Y PRTLX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 10.75  /  0.94 %
  • Total Assets 48.0 Mil
  • Adj. Expense Ratio
    0.030%
  • Expense Ratio 0.600%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.89%
  • Turnover 28%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis PRTLX

Will PRTLX 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 PRTLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam Sustainable Retirement 2055 Y to a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PRTLX

More PRTLX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders Etf Sedol Blb0yf8

43.94
19,989,915
—

Putnam Sustainable Future Etf Sedol Blb0yk3

20.42
9,289,138
—

Putnam PanAgora ESG Intl Eq ETF

17.02
7,744,027
—

Putnam ESG Core Bond ETF

7.73
3,517,137
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.49
2,042,519
—

Putnam ESG Ultra Short ETF

3.75
1,706,649
—

Putnam ESG High Yield ETF

2.59
1,180,103
—

Net Cash

0.05
23,707
Cash and Equivalents