Putnam Sustainable Retirement Series
Environment
scorecard
Social
scorecard
The Putnam Sustainable Retirement Series is 4.5% invested in fossil fuels.
Fossil fuel grade
Screen | # of holdings | % of portfolio |
---|---|---|
Top 200 carbon reserve owners | 4 | 0.64% |
Coal industry | 2 | 0.27% |
Oil/gas industry | 18 | 3.12% |
Top 30 coal-fired utilities | 1 | 0.16% |
Fossil-fired utilities | 8 | 2.88% |
All fossil fuel screens | 23 | 4.5% |
Top 200 carbon reserve owners
- BHP Group Ltd0.24%
- Shell PLC0.17%
- TotalEnergies SE0.14%
- Woodside Energy Group Ltd0.11%
Coal industry
- BHP Group Ltd0.24%
- Grupo Mexico SAB de CV0.03%
Oil/gas industry
- NextEra Energy Inc0.99%
- KKR & Co Inc0.54%
- ITOCHU Corp0.31%
- Mitsubishi Heavy Industries Ltd0.25%
- BHP Group Ltd0.24%
Top 30 coal-fired utilities
- NRG Energy Inc0.16%
Fossil-fired utilities
- Constellation Energy Corp1.05%
- NextEra Energy Inc0.99%
- ITOCHU Corp0.31%
- NRG Energy Inc0.16%
- SSE PLC0.12%
All funds in this target date series
A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.
All tickers for this target date series
Tickers for each shareclass available from every fund in this target date series.
We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more
Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.
Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good
Main Post Office, PO Box 751, Berkeley, CA 94701
Connect with As You Sow
Disclaimer: As You Sow is not an investment adviser
See our full disclaimer