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 Ltd0.16% of assets$327,211 invested
- 2. Allianz SE0.26% of assets$533,212 invested
- 3. Sanofi SA ADR0.23% of assets$468,467 invested
- 4. AstraZeneca PLC ADR0.51% of assets$1.04M invested
- 5. Yara International ASA0.08% of assets$160,493 invested
- 6. GSK PLC ADR0.23% of assets$464,201 invested
- 7. National Grid PLC0.11% of assets$216,363 invested
- 8. Publicis Groupe SA0.07% of assets$144,960 invested
- 9. Aviva PLC0.07% of assets$140,571 invested
- 10. Sodexo0.05% of assets$93,574 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 Ltd0.09% of assets$179,817 invested
- 2. Vertiv Holdings Co Class A0.39% of assets$812,392 invested
- 3. Cava Group Inc0.17% of assets$345,864 invested
- 4. FirstService Corp Ordinary Shares0.5% of assets$1.02M invested
- 5. Fair Isaac Corp0.26% of assets$535,595 invested
- 6. TPG Inc Ordinary Shares - Class A0.93% of assets$1.92M invested
- 7. Cintas Corp0.27% of assets$560,534 invested
- 8. Federal Signal Corp0.4% of assets$819,573 invested
- 9. Chart Industries Inc PRF CONVERT 15/12/2025 USD 50 - Ser B<0.01% of assets$10,008 invested
- 10. Coinbase Global Inc Ordinary Shares - Class A0.47% of assets$976,840 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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