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Putnam Sustainable Retirement Mat R3 (PACKX)

16.65 0.00 (0.00%)
At close: November 21 at 3:00 PM EST
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DELL
  • Previous Close 16.65
  • YTD Return 6.49%
  • Expense Ratio 1.00%
  • Category Target-Date Retirement
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 210M
  • Beta (5Y Monthly) 0.48
  • Yield 3.57%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.41
  • Inception Date Nov 1, 2004

The fund employs an asset allocation strategy designed for investors who are already in retirement or who plan to retire (or otherwise begin withdrawing the invested funds) in the near future. It is designed to provide diversification among different asset classes by investing primarily its assets in ETFs that focus on investments with positive sustainability or ESG characteristics, referred to as underlying funds.

Franklin Templeton Investments

Fund Family

Target-Date Retirement

Fund Category

210M

Net Assets

2004-11-01

Inception Date

Performance Overview: PACKX

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Trailing returns as of 11/21/2024. Category is Target-Date Retirement.

YTD Return

PACKX
6.49%
Category
3.58%
 

1-Year Return

PACKX
17.24%
Category
12.52%
 

3-Year Return

PACKX
3.74%
Category
7.60%
 

5-Year Return

PACKX
2.55%
Category
6.39%
 

Holdings: PACKX

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Top 6 Holdings (99.77% of Total Assets)

SymbolCompany% Assets
PCRB
Putnam ESG Core Bond ETF - 51.40%
PHYD
Putnam ESG High Yield ETF - 17.10%
PLDR
Putnam Sustainable Leaders ETF 14.17%
PFUT
Putnam Sustainable Future ETF 7.19%
PULT
Putnam ESG Ultra Short ETF - 5.85%
PPIE
Putnam Panagora ESG International Equity ETF - 4.06%

Sector Weightings

SectorPACKX
Technology   30.57%
Healthcare   16.72%
Industrials   9.93%
Utilities   3.33%
Real Estate   3.23%
Energy   0.62%

Recent News: PACKX

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Research Reports: PACKX

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