PS

Putnam Sustainable Retirement 2040 Fund

Mutual Fund
Putnam Sustainable Retirement 2040 Fund
Last update 2025-03-31 7 Stocks (0 new)
Value $342.00 Mil Turnover 12 %
Countries:
Top Holdings: PLDR(38.00%)PCRB(21.05%)PFUT(18.53%)PPIE(12.37%)PHYD(4.71%)
Summary Stock Picks Current Portfolio
Putnam Sustainable Retirement 2040 Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PLDR 		Putnam Sustainable Leaders ETF2024-10-31Add
+2.84%
●
30.33 ($33.01) 34.34
$32.81
-0.59%
Add 8.39%
3,283,286
254,223
PCRB 		Putnam ESG Core Bond ETF2024-10-31Add
+2.24%
●
48.58 ($49.69) 50.58
$48.16
-3.07%
Add 10.82%
1,396,628
136,404
PFUT 		Putnam Sustainable Future ETF2024-10-31Add
+1.54%
●
22.67 ($24.55) 25.66
$24.90
1.41%
Add 9.23%
2,167,331
183,190
PPIE 		Putnam PanAgora ESG International Equity ETF2024-10-31Add
+0.49%
●
22.38 ($24.27) 25.29
$26.46
9.02%
Add 4.22%
1,504,993
60,976
PHYD 		Putnam ESG High Yield ETF2024-10-31Add
+0.46%
●
50.67 ($51.56) 52.17
$51.53
-0.07%
Add 10.46%
281,832
26,677
PULT 		Putnam ESG Ultra Short ETF2024-10-31Add
+0.34%
●
50.43 ($50.61) 50.76
$50.49
-0.24%
Add 12.56%
180,603
20,150
PPEM 		Putnam PanAgora ESG Emerging Markets Equity ETF2024-10-31Add
+0.06%
●
20.58 ($22.33) 23.94
$23.75
6.36%
Add 2.84%
283,533
7,831
PCRB 		Putnam ESG Core Bond ETF2024-07-31Add
+2.34%
●
47.43 ($48.23) 49.04
$48.16
-0.14%
Add 11.38%
1,260,224
128,744
PFUT 		Putnam Sustainable Future ETF2024-07-31Add
+1.27%
●
23.26 ($24.33) 25.11
$24.90
2.32%
Add 7.64%
1,984,141
140,828
PLDR 		Putnam Sustainable Leaders ETF2024-07-31Add
+0.95%
●
29.59 ($31.93) 33.58
$32.81
2.77%
Add 2.68%
3,029,063
79,016

Putnam Sustainable Retirement 2040 Fund Total Holding History ($B)

To

Putnam Sustainable Retirement 2040 Fund's Asset Allocation

To

Putnam Sustainable Retirement 2040 Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Putnam Sustainable Retirement 2040 Fund's Hypothetical Growth since 2025-01-31

Putnam Sustainable Retirement 2040 Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Putnam Sustainable Retirement 2040 Fund News

  • 1

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