Putnam Sustainable Retirement 2060 Fund
Shareclass
Putnam Sustainable Retirement 2060 Y (PRTYX)
Type
Open-end mutual fund
Target date
Putnam Sustainable Retirement Series
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Putnam Sustainable Retirement 2060 Fund
FUND COVERAGE
# of holdings221
% of assets83%
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 Ltd0.14%$105,412
- 2. Allianz SE0.29%$217,341
- 3. AstraZeneca PLC ADR0.47%$356,887
- 4. GSK PLC ADR0.38%$285,473
- 5. National Grid PLC0.2%$150,854
- 6. Sanofi SA0.17%$125,898
- 7. Novartis AG Registered Shares0.62%$462,974
- 8. BHP Group Ltd0.22%$164,927
- 9. Canadian Imperial Bank of Commerce0.05%$40,802
- 10. Boston Scientific Corp0.57%$432,325
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Roblox Corp Ordinary Shares - Class A0.38%$282,703
- 2. Vertiv Holdings Co Class A0.85%$640,887
- 3. Daito Trust Construction Co Ltd0.07%$51,184
- 4. Viking Holdings Ltd0.38%$282,607
- 5. Cava Group Inc0.24%$182,520
- 6. TPG Inc Ordinary Shares - Class A0.89%$668,636
- 7. SharkNinja Inc0.12%$86,673
- 8. CrowdStrike Holdings Inc Class A0.12%$86,777
- 9. FirstService Corp Ordinary Shares0.48%$358,547
- 10. The Trade Desk Inc Class A0.15%$111,808
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 2060 Fund
Totals
Holdings
Assets
Weight
Prisons
6
$7.82M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$8.76M
12%
Borders high risk
0
$0
0%
Total
10
$9.67M
13%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$2.87M
3.82%
2.
Amazon.com Inc
:$2.02M
2.68%
3.
Alphabet Inc Class A
:$1.88M
2.5%
4.
Thermo Fisher Scientific Inc
:$882,808
1.17%
5.
Walmart Inc
$562,193
0.75%
6.
Accenture PLC Class A
:$448,443
0.6%
7.
NEC Corp
:$416,706
0.55%
8.
Costco Wholesale Corp
$353,012
0.47%
9.
Capgemini SE
:$135,320
0.18%
10.
RELX PLC
:$101,376
0.13%
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 2060 Fund PRTYX
Environment
Social
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