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
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. QBE Insurance Group Ltd0.14% of assets$265,783 invested
- 2. Sanofi SA ADR0.36% of assets$656,969 invested
- 3. AstraZeneca PLC ADR0.3% of assets$559,509 invested
- 4. Yara International ASA0.09% of assets$171,322 invested
- 5. GSK PLC ADR0.46% of assets$852,993 invested
- 6. National Grid PLC0.12% of assets$223,737 invested
- 7. Publicis Groupe SA0.08% of assets$138,485 invested
- 8. International Flavors & Fragrances Inc<0.01% of assets$797 invested
- 9. Aviva PLC0.08% of assets$140,057 invested
- 10. Unilever PLC ADR0.64% of assets$1.17M 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. Verra Mobility Corp Class A0.16% of assets$294,227 invested
- 2. Loews Corp<0.01% of assets$451 invested
- 3. Lennar Corp Class A<0.01% of assets$1,290 invested
- 4. Rollins Inc<0.01% of assets$415 invested
- 5. PACCAR Inc<0.01% of assets$1,713 invested
- 6. Old Dominion Freight Line Inc Ordinary Shares<0.01% of assets$1,190 invested
- 7. Waste Connections Inc0.12% of assets$229,356 invested
- 8. Palantir Technologies Inc Ordinary Shares - Class A<0.01% of assets$2,624 invested
- 9. NVR Inc<0.01% of assets$881 invested
- 10. Blackstone Inc<0.01% of assets$3,782 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
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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