Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Putnam Sustainable Retirement 2060 A PRTFX
- NAV / 1-Day Return 14.38 / +0.77 %
- Total Assets 45.1 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 1.10%
- Turnover 154%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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 100.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Putnam Sustainable Leaders ETF | 47.22 | 20.3 Mil | — |
Putnam Sustainable Future ETF | 22.88 | 9.8 Mil | — |
Putnam PanAgora ESG Intl Eq ETF | 18.24 | 7.8 Mil | — |
Putnam ESG Core Bond ETF | 5.23 | 2.3 Mil | — |
Putnam PanAgora ESG Emerg Mkts Eq ETF | 4.81 | 2.1 Mil | — |
Putnam ESG High Yield ETF | 1.70 | 732,400 | — |
Putnam ESG Ultra Short ETF | 0.24 | 101,198 | — |
Net Cash | −0.32 | −137,569 | Cash and Equivalents |