Other OTC - Delayed Quote • USD
Putnam Sustainable Retirement Mat R5 (PACQX)
At close: April 24 at 4:00 PM EDT
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15.29 - YTD Return 3.12%
- Expense Ratio 1.60%
- Category Target-Date Retirement
- Last Cap Gain -19.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating --
- Net Assets 202.77M
- Beta (5Y Monthly) 0.44
- Yield 3.75%
- 5y Average Return --
- Holdings Turnover 121.00%
- Last Dividend 0.14
- 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
202.77M
Net Assets
2004-11-01
Inception Date
Performance Overview: PACQX
Trailing returns as of 4/26/2024. Category is Target-Date Retirement.
Holdings: PACQX
Top 6 Holdings (99.84% of Total Assets)
Sector Weightings
SectorPACQX
Technology 32.51%
Healthcare 18.25%
Consumer Cyclical 11.48%
Industrials 11.42%
Financial Services 10.35%
Consumer Defensive 5.42%
Basic Materials 2.90%
Real Estate 2.84%
Communication Services 2.30%
Utilities 1.85%
Energy 0.69%
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