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Putnam Retirement Advantage 2025: V (0P00016IL7)

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19.719 +0.039    +0.20%
25/07 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 485.09M
Putnam Retirement Advantage 2025:V 19.719 +0.039 +0.20%

0P00016IL7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025:V (0P00016IL7) fund. Our Putnam Retirement Advantage 2025:V 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 17.643
Price to Book 2.793 2.618
Price to Sales 1.859 1.923
Price to Cash Flow 10.260 10.910
Dividend Yield 2.853 2.199
5 Years Earnings Growth 8.289 10.316

Sector Allocation

Name  Net % Category Average
Technology 25.000 21.682
Financial Services 15.630 16.510
Communication Services 11.490 7.260
Healthcare 10.440 11.107
Consumer Cyclical 9.710 10.349
Industrials 9.050 11.342
Consumer Defensive 5.530 6.213
Real Estate 4.480 4.571
Energy 3.510 4.286
Basic Materials 2.690 3.851
Utilities 2.470 2.830

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 Rating Total Assets YTD% 3Y% 10Y%
  Putnam Retirement Advantage 2035: 2 892.64M 6.42 13.94 8.10
  Putnam Retirement Advantage 2035: 4 4.01M 6.27 13.57 7.78
  Putnam Retirement Advantage 2035:II 892.64M 10.22 4.50 7.41
  Putnam Retirement Advantage 2035:V 71.95M 6.16 13.42 7.62
  Putnam Retirement Advantage 2035: 1 72.87M 6.46 14.04 8.22
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