Putnam Sustainable Retirement 2050 Fund
Shareclass
Putnam Sustainable Retirement 2050 Y (PRRUX)
Type
Open-end mutual fund
Target date
Putnam Sustainable Retirement Series
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Putnam Sustainable Retirement 2050 Fund PRRUX
Environment
Social
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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. Allianz SE0.35% of assets$719,505 invested
- 2. Sanofi SA ADR0.21% of assets$425,340 invested
- 3. AstraZeneca PLC ADR0.41% of assets$837,168 invested
- 4. GSK PLC ADR0.2% of assets$405,941 invested
- 5. National Grid PLC0.11% of assets$223,360 invested
- 6. Publicis Groupe SA0.06% of assets$125,283 invested
- 7. Sodexo0.04% of assets$76,215 invested
- 8. Novo Nordisk AS Class B0.34% of assets$688,213 invested
- 9. BHP Group Ltd0.22% of assets$438,753 invested
- 10. Unilever PLC ADR0.84% of assets$1.7M invested
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. Daito Trust Construction Co Ltd0.08% of assets$162,519 invested
- 2. Vertiv Holdings Co Class A0.32% of assets$654,102 invested
- 3. Vertex Inc Class A0.27% of assets$540,349 invested
- 4. AppLovin Corp Ordinary Shares - Class A0.53% of assets$1.07M invested
- 5. FirstService Corp Ordinary Shares0.51% of assets$1.05M invested
- 6. Cava Group Inc0.25% of assets$498,738 invested
- 7. TPG Inc Ordinary Shares - Class A0.51% of assets$1.04M invested
- 8. Sweetgreen Inc Ordinary Shares - Class A0.09% of assets$175,092 invested
- 9. Cintas Corp0.12% of assets$238,919 invested
- 10. CrowdStrike Holdings Inc Class A0.18% of assets$371,095 invested
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Financial performance
Performance data provided by
Find more financial data on PRRUX at Morningstar.com
Find more financial data on PRRUX at Morningstar.comGender Equality and Returns
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
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More from Invest Your Values
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