Profile and investment
| Fund type | Open Ended Investment Company |
|---|---|
| Investment style (stocks) | Market Cap: Large Investment Style: Growth |
| Morningstar category | Target-Date 2050 |
| Launch date | 02 May 2005 |
| Price currency | USD |
| Domicile | United States |
| Symbol | PRRJX |
| Manager & start date | Robert Schoen 02 May 2005 James Fetch 30 Nov 2012 Brett Goldstein 31 Mar 2019 Adrian Chan 30 Jun 2021 |
| Pricing frequency | Daily |
|---|---|
| Total net assets | 142.49m USD As of Apr 30 2024 |
| Share class size | 15.16m USD As of Apr 30 2024 |
| Net expense ratio | 0.85% |
| Front end load | 5.75% |
| Deferred load | -- |
| Maximum Redemption Fee | -- |
| Min. initial investment | 0.00 USD |
| Min. additional investment | -- |
| Initial IRA | -- |
| Additional IRA | -- |
| Available for sale | United States |
More ▼
Top 5 holdings
| Top 5 holdings as a per cent of portfolio | |||
|---|---|---|---|
| 24.77% | 95.25% | 0.00% | 95.25% |
| Category average | % Net assets | % Short | % Long |
| Company | 1 year change | Portfolio weight | Long allocation |
|---|---|---|---|
| Putnam Sustainable Leaders ETF PLDR:PCQ:USD | +32.88% | 45.35% | |
| Putnam Sustainable Future ETF PFUT:PCQ:USD | +35.47% | 21.05% | |
| Putnam Panagora ESG International Equity ETF - PPIE:PCQ:USD | +10.98% | 15.05% | |
| Putnam ESG Core Bond ETF - PCRB:PCQ:USD | -3.78% | 9.83% | |
| Putnam Panagora ESG Emerging Markets Equity ETF - PPEM:PCQ:USD | +8.91% | 3.97% | |
| Per cent of portfolio in top 5 holdings: 95.25% |
Asset type
| US stock | 61.68% |
| Non-US stock | 21.77% |
| US bond | 12.56% |
| Cash | 2.85% |
| Non-US bond | 0.67% |
| Other | 0.48% |
Top 5 sectors
| Technology | 26.42% |
| Healthcare | 14.70% |
| Consumer Cyclical | 9.54% |
| Financial Services | 9.52% |
| Industrials | 9.34% |
| Other | 13.91% |
Top 5 regions
| United States | 61.68% |
| Eurozone | 7.30% |
| Japan | 3.40% |
| United Kingdom | 2.36% |
| Europe - ex Euro | 2.33% |
| Other | 6.36% |
Sector and region weightings are calculated using only long position holdings of the portfolio.
