Putnam Sustainable Retirement 2050 Fund
Shareclass
Putnam Sustainable Retirement 2050 Y (PRRUX)
Type
Open-end mutual fund
Target date
Putnam Sustainable Retirement Series
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Putnam Sustainable Retirement 2050 Fund
FUND COVERAGE
# of holdings223
% of assets75%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. QBE Insurance Group Ltd0.13%$319,929
- 2. Allianz SE0.27%$648,384
- 3. AstraZeneca PLC ADR0.44%$1.05M
- 4. Aena SME SA0.06%$131,671
- 5. GSK PLC ADR0.31%$732,020
- 6. National Grid PLC0.17%$418,193
- 7. Sanofi SA0.14%$332,515
- 8. Novartis AG Registered Shares0.62%$1.48M
- 9. BHP Group Ltd0.2%$472,111
- 10. Canadian Imperial Bank of Commerce0.05%$113,794
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Roblox Corp Ordinary Shares - Class A0.38%$897,909
- 2. Vertiv Holdings Co Class A0.44%$1.05M
- 3. Daito Trust Construction Co Ltd0.07%$174,004
- 4. Viking Holdings Ltd0.26%$622,736
- 5. Vertex Inc Class A0.16%$383,171
- 6. AppLovin Corp Ordinary Shares - Class A0.2%$475,169
- 7. Cava Group Inc0.17%$398,854
- 8. TPG Inc Ordinary Shares - Class A0.95%$2.27M
- 9. Clear Secure Inc Ordinary Shares Class A0.1%$246,299
- 10. CrowdStrike Holdings Inc Class A0.08%$194,262
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Putnam Sustainable Retirement 2050 Fund
Totals
Holdings
Assets
Weight
Prisons
7
$20.79M
8.69%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
10
$23.76M
9.93%
Borders high risk
0
$0
0%
Total
13
$26.69M
11%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$8.83M
3.69%
2.
Amazon.com Inc
:$5.94M
2.48%
3.
Alphabet Inc Class A
:$2.72M
1.14%
4.
Thermo Fisher Scientific Inc
:$2.27M
0.95%
5.
Walmart Inc
$1.59M
0.66%
6.
Accenture PLC Class A
:$1.36M
0.57%
7.
NEC Corp
:$1.03M
0.43%
8.
Salesforce Inc
:$802,920
0.34%
9.
Costco Wholesale Corp
$671,239
0.28%
10.
The Kroger Co
$664,648
0.28%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Putnam Sustainable Retirement 2050 Fund PRRUX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer