Profile and investment
| Fund type | Open Ended Investment Company |
|---|---|
| Investment style (stocks) | Market Cap: Large Investment Style: Growth |
| Morningstar category | Target-Date Retirement |
| Launch date | 01 Nov 2004 |
| Price currency | USD |
| Domicile | United States |
| Symbol | PRMAX |
| Manager & start date | Robert Schoen 01 Nov 2004 James Fetch 30 Nov 2012 Brett Goldstein 31 Mar 2019 Adrian Chan 30 Nov 2021 |
| Pricing frequency | Daily |
|---|---|
| Total net assets | 196.01m USD As of Apr 30 2024 |
| Share class size | 23.18m USD As of Apr 30 2024 |
| Net expense ratio | 0.85% |
| Front end load | 4.00% |
| Deferred load | -- |
| Maximum Redemption Fee | -- |
| Min. initial investment | 0.00 USD |
| Min. additional investment | -- |
| Initial IRA | -- |
| Additional IRA | -- |
| Available for sale | United States |
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Top 5 holdings
| Top 5 holdings as a per cent of portfolio | |||
|---|---|---|---|
| 18.68% | 95.46% | 0.00% | 95.46% |
| Category average | % Net assets | % Short | % Long |
| Company | 1 year change | Portfolio weight | Long allocation |
|---|---|---|---|
| Putnam ESG Core Bond ETF - PCRB:PCQ:USD | -3.78% | 49.87% | |
| Putnam ESG High Yield ETF - PHYD:PCQ:USD | +1.32% | 16.52% | |
| Putnam Sustainable Leaders ETF PLDR:PCQ:USD | +32.88% | 15.74% | |
| Putnam Sustainable Future ETF PFUT:PCQ:USD | +35.47% | 7.73% | |
| Putnam ESG Ultra Short ETF - PULT:PCQ:USD | +0.51% | 5.60% | |
| Per cent of portfolio in top 5 holdings: 95.46% |
Asset type
| US bond | 64.29% |
| US stock | 21.80% |
| Non-US stock | 5.40% |
| Non-US bond | 5.15% |
| Cash | 2.90% |
| Other | 0.45% |
Top 5 sectors
| Technology | 8.84% |
| Healthcare | 4.96% |
| Consumer Cyclical | 3.12% |
| Industrials | 3.11% |
| Financial Services | 2.82% |
| Other | 4.35% |
Top 5 regions
| United States | 21.80% |
| Eurozone | 2.22% |
| Japan | 0.99% |
| United Kingdom | 0.73% |
| Europe - ex Euro | 0.69% |
| Other | 0.77% |
Sector and region weightings are calculated using only long position holdings of the portfolio.
