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Putnam Retirement Advantage 2040: Iii (0P0000ZW8Y)

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25.740 -0.090 -0.35%

25/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 926.8M

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0P0000ZW8Y Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2040:III (0P0000ZW8Y) fund. Our Putnam Retirement Advantage 2040:III 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	77.550	87.660	10.110
Bonds	32.600	34.140	1.540
Convertible	0.040	0.040	0.000
Preferred	0.200	0.200	0.000
Other	0.210	7.780	7.570

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.863	18.094
Price to Book	3.424	2.649
Price to Sales	2.286	1.930
Price to Cash Flow	12.921	10.947
Dividend Yield	1.575	2.152
5 Years Earnings Growth	10.603	10.398

Sector Allocation

Name	Net %	Category Average
Technology	27.880	22.405
Financial Services	16.030	16.348
Consumer Cyclical	10.670	10.830
Industrials	9.850	11.763
Healthcare	9.440	10.948
Communication Services	9.410	7.282
Consumer Defensive	5.560	5.984
Basic Materials	3.260	3.867
Energy	3.070	3.975
Utilities	2.440	2.710
Real Estate	2.410	3.889

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 Balanced Portfolio	-	49.34	-	-
Putnam Ret Adv GAA Growth Portfolio	-	47.41	-	-
Putnam Stable Value Fund	-	3.26	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 1	1.09B	9.37	13.97	8.99
Putnam Retirement Advantage 2035:II	1.09B	10.22	4.50	7.41
Putnam Retirement Advantage 2035: 4	1.09B	9.07	13.51	8.55
Putnam Retirement Advantage 2035:V	1.09B	8.96	13.34	8.39
Putnam Retirement Advantage 2045: 4	940.65M	11.39	16.54	9.94

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