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Putnam Retirement Advantage 2025: Iv (0P0000UAX6)

US Funds

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19.440 +0.010 +0.05%

30/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 485.09M

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0P0000UAX6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025: IV (0P0000UAX6) fund. Our Putnam Retirement Advantage 2025: IV 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	29.040	31.500	2.460
Bonds	76.670	79.820	3.150
Convertible	0.130	0.130	0.000
Preferred	0.430	0.430	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.607	16.987
Price to Book	2.552	2.548
Price to Sales	1.688	1.871
Price to Cash Flow	9.260	10.628
Dividend Yield	2.914	2.219
5 Years Earnings Growth	8.894	10.707

Sector Allocation

Name	Net %	Category Average
Technology	23.930	21.284
Financial Services	16.220	16.418
Healthcare	11.250	11.600
Communication Services	11.030	7.084
Consumer Cyclical	9.050	10.370
Industrials	8.550	11.127
Consumer Defensive	5.630	6.204
Real Estate	4.340	4.629
Energy	4.080	4.471
Utilities	3.060	2.900
Basic Materials	2.860	3.913

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	-	84.67	-	-
Putnam Ret Adv GAA Conservative Port	-	7.44	-	-
Putnam Stable Value Fund	-	5.99	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	1.91	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 2	892.64M	-0.38	9.07	7.30
Putnam Retirement Advantage 2035: 4	892.64M	-0.44	8.75	6.98
Putnam Retirement Advantage 2035:II	892.64M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	892.64M	-0.53	8.58	6.82
Putnam Retirement Advantage 2035: 1	892.64M	-0.34	9.19	7.41

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