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Putnam Retirement Advantage 2030: Ii (0P0000YWK1)

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23.170 +0.040    +0.17%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 3.24M
Putnam Retirement Advantage 2030: II 23.170 +0.040 +0.17%

0P0000YWK1 Overview

 
Find basic information about the Putnam Retirement Advantage 2030: Ii mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000YWK1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change19.6%
Prev. Close23.13
Risk Rating
TTM YieldN/A
ROE31.07%
IssuerN/A
Turnover36%
ROA13.26%
Inception DateJan 02, 2008
Total Assets3.24M
ExpensesN/A
Min. Investment10,000,000
Market Cap166.23B
CategoryTarget - Date 2030
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Putnam Retirement Advantage 2030: Ii Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1131 1050 1230 1149 1448 1962
Fund Return 13.06% 5.04% 22.99% 4.75% 7.68% 6.97%
Place in category - - - - - -
% in Category 5 94 39 13 50 52

Top Bond Funds by Franklin Templeton Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Putnam Retirement Advantage 2035:II 912.73M 10.22 4.50 7.41
  Putnam Retirement Advantage 2035:V 69.17M 15.70 6.19 7.68
  Putnam Retirement Advantage 2035: 1 77.53M 16.18 6.77 8.28
  Putnam Retirement Advantage 2035: 2 2.25M 16.13 6.66 8.17
  Putnam Retirement Advantage 2035: 4 3.56M 15.87 6.34 7.84

Top Funds for Target-Date 2030 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2030 Tr1 105.42B 12.56 4.48 7.44
  The Vanguard Target Retire 2030 Tr2 105.42B 12.54 4.46 7.42
  Vanguard Target Retire Trust Plus30 105.42B 12.56 4.49 7.45
  Vanguard Target Retirement 2030 Inv 99.06B 12.54 4.40 7.35
  American Funds 2030 Trgt Date RetR6 34.82B 12.58 5.03 8.01

Top Holdings

Name ISIN Weight % Last Change %
5 Year Treasury Note Future Dec 24 - 5.32 - -
2 Year Treasury Note Future Dec 24 - 5.27 - -
10 Year Treasury Note Future Dec 24 - 3.10 - -
  Apple US0378331005 2.95 222.01 -0.40%
  Microsoft US5949181045 2.63 408.46 -0.47%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Strong Sell Buy Strong Buy
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