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Putnam Retirement Advantage 2040: I (0P0000U8DX)

US Funds

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29.370 +0.120 +0.41%

13/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 57.67M

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0P0000U8DX Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2040: I (0P0000U8DX) fund. Our Putnam Retirement Advantage 2040: I 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	79.950	85.110	5.160
Bonds	33.850	38.280	4.430
Convertible	0.050	0.050	0.000
Preferred	0.180	0.180	0.000
Other	0.390	4.980	4.590

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.306	17.100
Price to Book	3.056	2.552
Price to Sales	1.985	1.861
Price to Cash Flow	11.153	10.537
Dividend Yield	1.808	2.198
5 Years Earnings Growth	11.513	10.886

Sector Allocation

Name	Net %	Category Average
Technology	24.550	21.747
Financial Services	16.830	16.317
Healthcare	11.300	11.607
Consumer Cyclical	9.840	10.939
Communication Services	9.750	7.013
Industrials	9.520	11.352
Consumer Defensive	6.350	6.080
Energy	3.700	4.153
Basic Materials	3.470	3.936
Real Estate	2.460	4.093
Utilities	2.230	2.765

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 3

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Putnam Ret Adv GAA Growth Portfolio	-	51.70	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	44.95	-	-
Putnam Stable Value Fund	-	3.36	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 1	74.86M	-0.34	9.19	7.41
Putnam Retirement Advantage 2035: 2	2.29M	-0.38	9.07	7.30
Putnam Retirement Advantage 2035: 4	3.73M	-0.44	8.75	6.98
Putnam Retirement Advantage 2035:II	892.64M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	64.9M	-0.53	8.58	6.82

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