Skip to Content
Morningstar

Putnam Sustainable Retirement 2055 Y PRTLX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.29  /  −0.73 %
  • Total Assets 80.4 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.45%
  • Turnover 133%

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

Putnam Sustainable Retirement 2055 Y's Average People Pillar and Process Pillar ratings result in 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PRTLX

More PRTLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Sustainable Leaders ETF

47.22 38.6 Mil
—

Putnam Sustainable Future ETF

22.42 18.3 Mil
—

Putnam PanAgora ESG Intl Eq ETF

16.01 13.1 Mil
—

Putnam ESG Core Bond ETF

6.66 5.4 Mil
—

Putnam PanAgora ESG Emerg Mkts Eq ETF

4.25 3.5 Mil
—

Putnam ESG High Yield ETF

2.54 2.1 Mil
—

Net Cash

0.73 597,653
Cash and Equivalents

Putnam ESG Ultra Short ETF

0.16 134,642
—