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Putnam Sustainable Retirement 2060 R PRTRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.52  /  0.00
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date 2060
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.84%
  • 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 PRTRX

Will PRTRX outperform in future?

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

Putnam Sustainable Retirement 2060 R's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

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Portfolio Holdings PRTRX

  • 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