Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Putnam Sustainable Retirement 2060 A PRTFX
- NAV / 1-Day Return 14.01 / +0.43 %
- Total Assets 37.0 Mil
-
Adj. Expense Ratio
- 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 1.15%
- Turnover 154%
USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:22 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Putnam Sustainable Leaders ETF | 47.43 | 16.1 Mil | — |
Putnam Sustainable Future ETF | 22.85 | 7.8 Mil | — |
Putnam PanAgora ESG Intl Eq ETF | 17.64 | 6.0 Mil | — |
Putnam ESG Core Bond ETF | 4.87 | 1.7 Mil | — |
Putnam PanAgora ESG Emerg Mkts Eq ETF | 4.75 | 1.6 Mil | — |
Putnam ESG High Yield ETF | 1.66 | 564,731 | — |
Net Cash | 0.56 | 190,481 | Cash and Equivalents |
Putnam ESG Ultra Short ETF | 0.24 | 81,238 | — |