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Putnam Retirement Advantage 2025: Iv (0P0000UAX6)

US Funds

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19.860 -0.010 -0.05%

14/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.59M

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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	29.090	31.560	2.470
Bonds	76.750	79.900	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	15.197	17.315
Price to Book	2.617	2.582
Price to Sales	1.718	1.903
Price to Cash Flow	9.818	10.786
Dividend Yield	2.962	2.213
5 Years Earnings Growth	8.551	10.471

Sector Allocation

Name	Net %	Category Average
Technology	23.920	21.483
Financial Services	16.220	16.524
Healthcare	11.230	11.311
Communication Services	10.860	7.175
Consumer Cyclical	9.270	10.341
Industrials	8.530	11.227
Consumer Defensive	5.630	6.249
Real Estate	4.330	4.605
Energy	4.070	4.349
Utilities	3.060	2.873
Basic Materials	2.860	3.863

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	-	84.74	-	-
Putnam Ret Adv GAA Conservative Port	-	7.45	-	-
Putnam Stable Value Fund	-	5.88	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	1.95	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 2	892.64M	6.42	13.94	8.10
Putnam Retirement Advantage 2035: 4	4.02M	6.27	13.57	7.78
Putnam Retirement Advantage 2035:II	892.64M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	70.92M	6.16	13.42	7.62
Putnam Retirement Advantage 2035: 1	75.84M	6.46	14.04	8.22

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