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Putnam Sustainable Retirement 2030 A (PRRQX)

19.94 -0.03 (-0.15%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 19.97
  • YTD Return 5.23%
  • Expense Ratio 1.60%
  • Category Target-Date 2030
  • Last Cap Gain -11.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 269.23M
  • Beta (5Y Monthly) 0.63
  • Yield 2.91%
  • 5y Average Return --
  • Holdings Turnover 144.00%
  • Last Dividend 0.60
  • Inception Date Nov 1, 2004

The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2030. It is designed to provide diversification among different asset classes by investing its assets in the underlying funds.

Franklin Templeton Investments

Fund Family

Target-Date 2030

Fund Category

269.23M

Net Assets

2004-11-01

Inception Date

Performance Overview: PRRQX

Trailing returns as of 4/24/2024. Category is Target-Date 2030.

YTD Return

PRRQX
5.23%
Category
7.97%
 

1-Year Return

PRRQX
14.18%
Category
25.53%
 

3-Year Return

PRRQX
4.43%
Category
11.28%
 

5-Year Return

PRRQX
5.01%
Category
10.98%
 

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Holdings: PRRQX

Top 6 Holdings (99.80% of Total Assets)

SymbolCompany% Assets
PCRB
Putnam ESG Core Bond ETF - 44.36%
PLDR
Putnam Sustainable Leaders ETF 26.88%
PFUT
Putnam Sustainable Future ETF 12.18%
PPIE
Putnam Panagora ESG International Equity ETF - 7.02%
PHYD
Putnam ESG High Yield ETF - 6.20%
PULT
Putnam ESG Ultra Short ETF - 3.16%

Sector Weightings

SectorPRRQX
Technology   32.72%
Healthcare   18.11%
Industrials   11.22%
Real Estate   2.86%
Utilities   1.85%
Energy   0.60%

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