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Putnam Sustainable Retirement 2 (0P0001KGZH)

28.16 +0.17 (+0.61%)
As of April 5 at 4:00 PM EDT. Market Open.
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  • Previous Close 27.99
  • YTD Return 8.42%
  • Expense Ratio 0.50%
  • Category Target-Date 2040
  • Last Cap Gain -4.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 242.48M
  • Beta (5Y Monthly) 0.90
  • Yield 1.35%
  • 5y Average Return --
  • Holdings Turnover 137.00%
  • Last Dividend 0.38
  • Inception Date Sep 1, 2016

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 2040. 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 2040

Fund Category

242.48M

Net Assets

2016-09-01

Inception Date

More about Putnam Sustainable Retirement 2

Performance Overview: 0P0001KGZH

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Trailing returns as of 4/4/2024. Category is Target-Date 2040.

YTD Return

0P0001KGZH
8.42%
Category
10.80%
 

1-Year Return

0P0001KGZH
21.58%
Category
33.59%
 

3-Year Return

0P0001KGZH
6.59%
Category
12.99%
 

5-Year Return

0P0001KGZH
8.00%
Category
12.87%
 

Holdings: 0P0001KGZH

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Top 7 Holdings (99.35% of Total Assets)

SymbolCompany% Assets
PLDR
Putnam Sustainable Leaders ETF 40.52%
PCRB
Putnam ESG Core Bond ETF - 20.38%
PFUT
Putnam Sustainable Future ETF 18.57%
PPIE
Putnam Panagora ESG International Equity ETF - 12.22%
PHYD
Putnam ESG High Yield ETF - 4.49%
PPEM
Putnam Panagora ESG Emerging Markets Equity ETF - 2.29%
PULT
Putnam ESG Ultra Short ETF - 0.88%

Sector Weightings

Sector0P0001KGZH
Technology   32.04%
Healthcare   17.67%
Consumer Cyclical   11.26%
Financial Services   11.18%
Industrials   10.97%
Consumer Defensive   5.60%
Basic Materials   3.01%
Real Estate   2.82%
Communication Services   2.76%
Utilities   1.89%
Energy   0.81%
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Recent News: 0P0001KGZH

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Research Reports: 0P0001KGZH

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VTSIX Vanguard Tax-Managed Small Cap I
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VTMSX Vanguard Tax-Managed Small Cap Adm
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APDDX Artisan Global Discovery Fund
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ERSMX Eaton Vance Atlanta Capital SMID-Cap Fund
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