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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: 816.03M

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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	78.250	87.230	8.980
Bonds	32.590	37.690	5.100
Convertible	0.050	0.050	0.000
Preferred	0.190	0.190	0.000
Other	0.450	4.630	4.180

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.903	17.873
Price to Book	3.317	2.624
Price to Sales	2.089	1.899
Price to Cash Flow	12.397	10.824
Dividend Yield	1.697	2.179
5 Years Earnings Growth	10.029	10.304

Sector Allocation

Name	Net %	Category Average
Technology	26.230	22.158
Financial Services	16.400	16.383
Consumer Cyclical	10.830	10.839
Healthcare	10.190	11.133
Industrials	9.710	11.697
Communication Services	9.230	7.219
Consumer Defensive	6.370	6.103
Basic Materials	3.300	3.867
Energy	3.020	3.969
Utilities	2.380	2.695
Real Estate	2.330	3.939

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	-	50.14	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	46.80	-	-
Putnam Stable Value Fund	-	3.08	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 1	972.26M	7.05	12.08	8.15
Putnam Retirement Advantage 2035:II	972.26M	10.22	4.50	7.41
Putnam Retirement Advantage 2035: 4	972.26M	6.83	11.64	7.72
Putnam Retirement Advantage 2035:V	972.26M	6.69	11.47	7.55
Retirement Advantage 2040 Class V	816.03M	7.82	13.13	8.34

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	25.740	-0.090	-0.35%
	KACH	49.00	0.00	0.00%