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Putnam Retirement Advantage 2040: I (0P0000U8DX)

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27.480 +0.060    +0.22%
15/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 54.48M
Putnam Retirement Advantage 2040: I 27.480 +0.060 +0.22%

0P0000U8DX Overview

 
Find basic information about the Putnam Retirement Advantage 2040: I 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 0P0000U8DX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.28%
Prev. Close27.42
Risk Rating
TTM YieldN/A
ROE31.27%
IssuerN/A
Turnover33%
ROA13.12%
Inception DateJan 02, 2008
Total Assets54.48M
ExpensesN/A
Min. InvestmentN/A
Market Cap176.97B
CategoryTarget - Date 2040
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Putnam Retirement Advantage 2040: I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 989 989 1073 1238 1889 2176
Fund Return -1.12% -1.12% 7.25% 7.38% 13.57% 8.08%
Place in category - - - - - -
% in Category 95 95 2 1 13 19

Top Bond Funds by Franklin Templeton Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Putnam Retirement Advantage 2035:V 63.82M -0.97 6.02 6.85
  Putnam Retirement Advantage 2035: 1 72.23M -0.82 6.61 7.43
  Putnam Retirement Advantage 2035: 2 2.2M -0.83 6.50 7.32
  Putnam Retirement Advantage 2035: 4 3.58M -0.88 6.19 7.01
  Putnam Retirement Advantage 2035:II 877.56M 10.22 4.50 7.41

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 110.54B -0.16 5.50 7.88
  The Vanguard Target Retire 2040 Tr2 110.54B -0.16 5.48 7.87
  Vanguard Target Retire Trust Plus40 110.54B -0.16 5.51 7.89
  Vanguard Target Retirement 2040 Inv 93.58B -0.21 5.47 7.80
  American Funds 2040 Trgt Date RetR6 30.64B -0.78 6.36 9.01

Top Holdings

Name ISIN Weight % Last Change %
Putnam Ret Adv GAA Growth Portfolio - 51.89 - -
Putnam Ret Adv GAA Balanced Portfolio - 44.86 - -
Putnam Stable Value Fund - 3.27 - -
Ryanair Holdings PLC ADR - 0.00 - -
Constellation Energy Corp - 0.00 - -

Technical Summary

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