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Putnam Sustainable Retirement 2050 R5 (PAEJX)

21.89
0.00
(0.00%)
At close: February 14 at 3:00:00 PM EST
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  • Previous Close 21.89
  • YTD Return 3.63%
  • Expense Ratio 0.60%
  • Category Target-Date 2050
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 208.73M
  • Beta (5Y Monthly) 1.10
  • Yield 1.34%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.29
  • Inception Date Jan 4, 2021

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 2050. 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 2050

Fund Category

208.73M

Net Assets

2021-01-04

Inception Date

More about Putnam Sustainable Retirement 2050 R5

Performance Overview: PAEJX

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Trailing returns as of 2/14/2025. Category is Target-Date 2050.

YTD Return

PAEJX
3.63%
Category
11.99%
 

1-Year Return

PAEJX
17.07%
Category
37.09%
 

3-Year Return

PAEJX
8.59%
Category
13.69%
 

5-Year Return

PAEJX
10.27%
Category
13.58%
 

Holdings: PAEJX

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Sector Weightings

SectorPAEJX
Technology   31.09%
Financial Services   13.98%
Healthcare   13.83%
Consumer Cyclical   12.18%
Industrials   8.46%
Consumer Defensive   6.34%
Basic Materials   3.79%
Utilities   3.43%
Communication Services   3.28%
Real Estate   3.05%
Energy   0.57%
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Recent News: PAEJX

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Research Reports: PAEJX

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