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Putnam Sustainable Retirement 2055 R5 (PAESX)

13.36 -0.01 (-0.07%)
As of 8:05 AM EDT. Market Open.
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  • Previous Close 13.37
  • YTD Return 11.21%
  • Expense Ratio 0.85%
  • Category Target-Date 2055
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 91.11M
  • Beta (5Y Monthly) 1.17
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 133.00%
  • Last Dividend 0.19
  • 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 2055. 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 2055

Fund Category

91.11M

Net Assets

2021-01-04

Inception Date

More about Putnam Sustainable Retirement 2055 R5

Performance Overview: PAESX

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Trailing returns as of 6/27/2024. Category is Target-Date 2055.

YTD Return

PAESX
11.21%
Category
12.13%
 

1-Year Return

PAESX
26.41%
Category
37.63%
 

3-Year Return

PAESX
6.94%
Category
13.82%
 

5-Year Return

PAESX
11.50%
Category
13.76%
 

Holdings: PAESX

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Top 7 Holdings (100.13% of Total Assets)

SymbolCompany% Assets
PLDR
Putnam Sustainable Leaders ETF 45.49%
PFUT
Putnam Sustainable Future ETF 21.84%
PPIE
Putnam Panagora ESG International Equity ETF - 16.86%
PCRB
Putnam ESG Core Bond ETF - 8.35%
PPEM
Putnam Panagora ESG Emerging Markets Equity ETF - 4.49%
PHYD
Putnam ESG High Yield ETF - 2.87%
PULT
Putnam ESG Ultra Short ETF - 0.23%

Sector Weightings

SectorPAESX
Technology   31.26%
Healthcare   17.61%
Financial Services   11.60%
Consumer Cyclical   10.66%
Industrials   10.48%
Consumer Defensive   4.96%
Basic Materials   3.91%
Utilities   3.60%
Communication Services   2.69%
Real Estate   2.30%
Energy   0.94%
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Recent News: PAESX

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Research Reports: PAESX

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