Putnam Sustainable Retirement 2050 Fund

Shareclass
Putnam Sustainable Retirement 2050 Y (PRRUX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
40.6
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 394 out of 662 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. AstraZeneca PLC ADR
    0.06% of assets
    $70,410 invested
  • 2. Publicis Groupe SA
    0.09% of assets
    $116,780 invested
  • 3. Sanofi SA ADR
    0.49% of assets
    $624,830 invested
  • 4. Woolworths Group Ltd
    0.04% of assets
    $47,098 invested
  • 5. Johnson Matthey PLC
    0.05% of assets
    $59,113 invested
  • 6. Novartis AG Registered Shares
    0.41% of assets
    $527,993 invested
  • 7. BHP Group Ltd ADR
    0.34% of assets
    $430,532 invested
  • 8. CapitaLand Integrated Commercial Trust
    0.08% of assets
    $96,461 invested
  • 9. Schneider Electric SE
    0.23% of assets
    $291,295 invested
  • 10. Bank of America Corp
    0.78% of assets
    $993,160 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Verra Mobility Corp Class A
    0.43% of assets
    $541,913 invested
  • 2. PDD Holdings Inc ADR
    0.03% of assets
    $41,024 invested
  • 3. Core & Main Inc Class A
    0.37% of assets
    $475,506 invested
  • 4. Cava Group Inc
    0.09% of assets
    $112,448 invested
  • 5. China Resources Gas Group Ltd
    0.02% of assets
    $26,627 invested
  • 6. CrowdStrike Holdings Inc Class A
    0.42% of assets
    $536,117 invested
  • 7. Otis Worldwide Corp Ordinary Shares
    0.7% of assets
    $895,277 invested
  • 8. Fair Isaac Corp
    0.45% of assets
    $569,077 invested
  • 9. Meituan Class B
    0.02% of assets
    $30,612 invested
  • 10. Cintas Corp
    0.67% of assets
    $857,257 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PRRUX at Morningstar.com
Gender Equality and Returns
Returns chart for Putnam Sustainable Retirement 2050 Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
PRRUX
Putnam Sustainable Retirement 2050 Fund
Family
Franklin Templeton Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.52% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PRRUX
Putnam Sustainable Retirement 2050 Fund
Family
Franklin Templeton Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.52% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PRRUX
Putnam Sustainable Retirement 2050 Fund
Family
Franklin Templeton Investments
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
4.52% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PRRUX - Putnam Sustainable Retirement 2050 Fund
25%
7.81%
9.63%
8.13%
52  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
54  / 100 points
Fund compared to benchmark
 
-5.22%
-4.07%
-5.1%
-4.52%
2  / 100 points lower
Find more financial data on PRRUX at Morningstar.com
What's next?
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