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Putnam Sustainable Retirement 2055 R (PRRVX)

12.80 +0.11 (+0.87%)
At close: 8:00 PM EDT
Key Events
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DELL
  • Previous Close 12.69
  • YTD Return 10.08%
  • Expense Ratio 0.85%
  • Category Target-Date 2055
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 81.7M
  • Beta (5Y Monthly) 1.15
  • Yield 1.00%
  • 5y Average Return --
  • Holdings Turnover 133.00%
  • Last Dividend 0.13
  • Inception Date Nov 30, 2010

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

81.7M

Net Assets

2010-11-30

Inception Date

Performance Overview: PRRVX

Trailing returns as of 4/26/2024. Category is Target-Date 2055.

YTD Return

PRRVX
10.08%
Category
12.13%
 

1-Year Return

PRRVX
25.99%
Category
37.63%
 

3-Year Return

PRRVX
7.78%
Category
13.82%
 

5-Year Return

PRRVX
9.99%
Category
13.76%
 

Holdings: PRRVX

Top 7 Holdings (99.27% of Total Assets)

SymbolCompany% Assets
PLDR
Putnam Sustainable Leaders ETF 47.22%
PFUT
Putnam Sustainable Future ETF 22.42%
PPIE
Putnam Panagora ESG International Equity ETF - 16.01%
PCRB
Putnam ESG Core Bond ETF - 6.66%
PPEM
Putnam Panagora ESG Emerging Markets Equity ETF - 4.25%
PHYD
Putnam ESG High Yield ETF - 2.54%
PULT
Putnam ESG Ultra Short ETF - 0.16%

Sector Weightings

SectorPRRVX
Technology   31.60%
Healthcare   17.64%
Industrials   11.24%
Real Estate   2.74%
Utilities   1.79%
Energy   0.75%

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