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Putnam Sustainable Retirement 2040 Y PRZZX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 28.74  /  +0.63 %
  • Total Assets 251.5 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.84%
  • Turnover 137%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PRZZX

Will PRZZX outperform in future?

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

Putnam Sustainable Retirement 2040 Y's Average Process Pillar and People 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.

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Portfolio Holdings PRZZX

  • 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

36.47 86.9 Mil

Putnam ESG Core Bond ETF

22.39 53.3 Mil

Putnam Sustainable Future ETF

17.75 42.3 Mil

Putnam PanAgora ESG Intl Eq ETF

12.69 30.2 Mil

Putnam ESG High Yield ETF

4.90 11.7 Mil

Putnam ESG Ultra Short ETF

3.02 7.2 Mil

Putnam PanAgora ESG Emerg Mkts Eq ETF

2.38 5.7 Mil

Net Cash

0.40 950,018
Cash and Equivalents