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Putnam Retirement Advantage 2025: I (0P0000U81Z)

US Funds

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21.484 +0.044 +0.20%

25/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 485.09M

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0P0000U81Z Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025: I (0P0000U81Z) fund. Our Putnam Retirement Advantage 2025: I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Shares	26.670	29.420	2.750
Bonds	73.380	77.950	4.570
Convertible	0.130	0.130	0.000
Preferred	0.370	0.370	0.000
Other	0.010	0.310	0.300

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.863	17.726
Price to Book	2.793	2.626
Price to Sales	1.859	1.930
Price to Cash Flow	10.260	10.947
Dividend Yield	2.853	2.194
5 Years Earnings Growth	8.289	10.329

Sector Allocation

Name	Net %	Category Average
Technology	25.000	21.770
Financial Services	15.630	16.487
Communication Services	11.490	7.295
Healthcare	10.440	11.059
Consumer Cyclical	9.710	10.335
Industrials	9.050	11.342
Consumer Defensive	5.530	6.194
Real Estate	4.480	4.568
Energy	3.510	4.285
Basic Materials	2.690	3.845
Utilities	2.470	2.821

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Putnam Reti Adv GAA Multi-Asset Inc Port	-	84.83	-	-
Putnam Ret Adv GAA Conservative Port	-	7.47	-	-
Putnam Stable Value Fund	-	5.74	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	1.97	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	892.64M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	72.65M	6.69	11.47	7.55
Putnam Retirement Advantage 2035: 1	73.87M	7.05	12.08	8.15
Putnam Retirement Advantage 2035: 4	4.06M	6.83	11.64	7.72
Putnam Retirement Advantage 2045: 4	2.01M	8.74	14.44	8.98

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