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Putnam Retirement Advantage 2025: Iii (0P0000ZW8V)

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18.020 -0.110 -0.61%

30/04 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.39M

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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

Name	Net %	Long %	Short %
Shares	29.510	37.200	7.690
Bonds	72.720	75.460	2.740
Convertible	0.050	0.050	0.000
Preferred	0.390	0.390	0.000
Other	0.150	1.420	1.270

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.166	16.918
Price to Book	2.793	2.501
Price to Sales	1.579	1.743
Price to Cash Flow	10.508	10.479
Dividend Yield	2.382	2.215
5 Years Earnings Growth	11.906	11.308

Sector Allocation

Name	Net %	Category Average
Technology	24.290	20.878
Financial Services	13.480	15.047
Healthcare	12.190	12.266
Consumer Cyclical	10.540	10.581
Communication Services	9.750	6.537
Industrials	9.330	11.433
Consumer Defensive	5.970	6.517
Energy	4.440	4.939
Real Estate	4.010	4.666
Basic Materials	3.360	4.427
Utilities	2.640	2.708

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,636

Number of short holdings: 56

Name	ISIN	Weight %	Last	Change %
5 Year Treasury Note Future June 24	-	4.51	-	-
2 Year Treasury Note Future June 24	-	4.03	-	-
Federal National Mortgage Association 2%	-	2.12	-	-
Microsoft Corp	-	1.83	-	-
Federal National Mortgage Association 6.5%	-	1.80	-	-
Apple Inc	-	1.80	-	-
10 Year Treasury Note Future June 24	-	1.68	-	-
Federal National Mortgage Association 2.5%	-	1.64	-	-
NVIDIA Corp	-	1.61	-	-
Ultra US Treasury Bond Future June 24	-	1.44	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	2.08M	7.45	5.74	7.54
Putnam Retirement Advantage 2035:V	67.3M	7.34	5.41	7.21
Putnam Retirement Advantage 2035: 1	71.8M	7.53	6.01	7.81
Putnam Retirement Advantage 2035: 2	1.94M	7.52	5.89	7.69
Putnam Retirement Advantage 2035: 4	3.26M	7.43	5.58	7.37

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	18.020	-0.110	-0.61%