Putnam Sustainable Retirement 2050 Fund

Shareclass

Putnam Sustainable Retirement 2050 Y (PRRUX)

Type

Open-end mutual fund

Manager

Franklin Templeton Investments

Target date

Putnam Sustainable Retirement Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 241 out of 706 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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 Ltd
0.14% of assets
$265,088 invested
2. Sanofi SA ADR
0.35% of assets
$650,197 invested
3. AstraZeneca PLC ADR
0.54% of assets
$1.01M invested
4. Yara International ASA
0.09% of assets
$163,860 invested
5. GSK PLC ADR
0.33% of assets
$614,765 invested
6. National Grid PLC
0.11% of assets
$205,948 invested
7. Publicis Groupe SA
0.07% of assets
$135,602 invested
8. Aviva PLC
0.07% of assets
$127,445 invested
9. Sodexo
0.05% of assets
$93,398 invested
10. BHP Group Ltd
0.24% of assets
$446,169 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 A
0.16% of assets
$295,029 invested
2. Daito Trust Construction Co Ltd
0.09% of assets
$170,682 invested
3. Vertiv Holdings Co Class A
0.43% of assets
$811,759 invested
4. Cava Group Inc
0.17% of assets
$310,922 invested
5. FirstService Corp Ordinary Shares
0.49% of assets
$907,383 invested
6. Fair Isaac Corp
0.23% of assets
$426,339 invested
7. TPG Inc Ordinary Shares - Class A
0.93% of assets
$1.73M invested
8. Core & Main Inc Class A
0.2% of assets
$370,023 invested
9. Cintas Corp
0.26% of assets
$484,526 invested
10. Federal Signal Corp
0.35% of assets
$650,870 invested

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Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.73% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.73% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.73% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 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

Performance as of date: 11/30/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PRRUX - Putnam Sustainable Retirement 2050 Fund

26%

8.33%

11%

8.58%

54 / 100 points

Benchmark

34%

11%

16%

13%

55 / 100 points

Fund compared to benchmark

-7.8%

-3.08%

-4.94%

-4.73%

1 / 100 points lower

Find more financial data on PRRUX at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

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Visit Fossil Free Funds to measure the climate risk of this portfolio

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