Putnam Sustainable Retirement Series

Franklin Templeton Investments
Rated as Putnam Sustainable Retirement 2050 Fund
Portfolio date Apr 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Fair
Fossil fuel finance
Fossil fuel finance
Fair
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Fair

Social
scorecard

Gender equality
Gender equality
Fair
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Fair
Tobacco
Tobacco
Fair

Fossil fuel grade
The Putnam Sustainable Retirement Series is 3.72% invested in fossil fuels.

Fossil fuel grade

C
Fossil fuel exposure of 3.72% places the fund in the C tier, between 3% and 5.5% exposure.
3.72% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners30.86%
Coal industry10.36%
Oil/gas industry142.12%
Top 30 coal-fired utilities00%
Fossil-fired utilities61.99%
All fossil fuel screens183.72%
Top 200 carbon reserve owners
Top 3 holdings

Top 200 carbon reserve owners

  1. Mitsui & Co Ltd
    0.36%
  2. Shell PLC
    0.35%
  3. Equinor ASA
    0.15%
Coal industry
Top 1 holdings

Coal industry

  1. Mitsui & Co Ltd
    0.36%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. KKR & Co Inc
    0.48%
  2. Mitsui & Co Ltd
    0.36%
  3. Shell PLC
    0.35%
  4. E.ON SE
    0.24%
  5. Mitsubishi Heavy Industries Ltd
    0.16%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Constellation Energy Corp
    1.52%
  2. E.ON SE
    0.24%
  3. ITOCHU Corp
    0.15%
  4. Centrica PLC
    0.05%
  5. China Resources Gas Group Ltd
    0.02%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

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.

Putnam Sustainable Retirement 2025 Fund
Putnam Sustainable Retirement 2030 Fund
Putnam Sustainable Retirement 2035 Fund
Putnam Sustainable Retirement 2040 Fund
Putnam Sustainable Retirement 2045 Fund
Putnam Sustainable Retirement 2050 Fund
Putnam Sustainable Retirement 2055 Fund
Putnam Sustainable Retirement 2060 Fund
Putnam Sustainable Retirement 2065 Fund
Putnam Sustainable Retirement Maturity Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

PRROX
PADHX
PADJX
PADKX
PRMFX
PRRPX
PRRQX
PADOX
PADNX
PADRX
PREZX
PRRTX
PRRWX
PADUX
PADSX
PADVX
PREGX
PRRYX
PRRZX
PAAUX
PAAYX
PABTX
PREHX
PRZZX
PRVLX
PACGX
PACFX
PACHX
PREKX
PRVYX
PRRJX
PRRKX
PADWX
PAEHX
PAEJX
PREUX
PRRUX
PRRFX
PRRVX
PAEOX
PAEPX
PAESX
PREVX
PRTLX
PRTFX
PRTRX
PAEVX
PAEUX
PAEWX
PEFGX
PRTYX
PCJQX
PCJRX
PCJUX
PCJVX
PCJWX
PCJIX
PCJYX
PCJSX
PRMAX
PRMLX
PRMCX
PRMKX
PACKX
PACPX
PACQX
PREWX
PRMYX



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