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Putnam Retirement Advantage 2025: Iii (0P0000ZW8V)

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18.850 -0.000 0.00%

25/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 485.09M

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0P0000ZW8V Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025:III (0P0000ZW8V) fund. Our Putnam Retirement Advantage 2025:III 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	29.370	32.490	3.120
Bonds	76.490	79.650	3.160
Convertible	0.130	0.130	0.000
Preferred	0.420	0.420	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.973	17.080
Price to Book	2.671	2.579
Price to Sales	1.757	1.897
Price to Cash Flow	9.881	10.752
Dividend Yield	2.719	2.185
5 Years Earnings Growth	9.665	10.855

Sector Allocation

Name	Net %	Category Average
Technology	23.960	21.716
Financial Services	16.250	16.318
Healthcare	11.280	11.376
Communication Services	10.930	7.128
Consumer Cyclical	9.080	10.457
Industrials	8.200	11.040
Consumer Defensive	5.690	6.080
Real Estate	4.210	4.598
Energy	4.060	4.445
Utilities	3.430	2.948
Basic Materials	2.910	3.896

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	-	81.82	-	-
Putnam Ret Adv GAA Conservative Port	-	9.82	-	-
Putnam Stable Value Fund	-	5.90	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	2.47	-	-

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	66.38M	-0.53	8.58	6.82
Putnam Retirement Advantage 2035: 1	75.47M	-0.34	9.19	7.41
Putnam Retirement Advantage 2035: 2	2.35M	-0.38	9.07	7.30
Putnam Retirement Advantage 2035: 4	3.82M	-0.44	8.75	6.98

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