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Putnam Retirement Advantage 2040: Iii (0P0000ZW8Y)

US Funds

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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: 725.86M

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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	70.810	75.270	4.460
Bonds	29.730	30.540	0.810
Convertible	0.040	0.040	0.000
Preferred	0.170	0.170	0.000
Other	0.250	6.980	6.730

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.586	17.405
Price to Book	3.251	2.595
Price to Sales	2.043	1.874
Price to Cash Flow	11.773	10.791
Dividend Yield	1.664	2.172
5 Years Earnings Growth	11.969	11.051

Sector Allocation

Name	Net %	Category Average
Technology	25.740	21.942
Financial Services	15.570	16.034
Healthcare	11.230	11.658
Consumer Cyclical	11.000	11.031
Communication Services	10.510	7.074
Industrials	9.500	11.396
Consumer Defensive	5.530	6.022
Basic Materials	3.270	3.951
Energy	3.120	4.077
Real Estate	2.300	4.075
Utilities	2.220	2.742

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	-	51.89	-	-
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	-	-
Worthington Steel Inc	-	0.00	-	-
Federal National Mortgage Association 8.71546%	-	0.00	-	-
Viper Energy Inc. 5.375%	-	0.00	-	-
CSAIL 2017-Cx10 Commercial Mortgage Trust 3.9579%	-	0.00	-	-
RLJ Lodging Trust Registered Shs of Benef Interest	-	0.00	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	854.62M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	63.53M	-0.97	6.02	6.85
Putnam Retirement Advantage 2035: 1	72.23M	-0.82	6.61	7.43
Putnam Retirement Advantage 2035: 2	2.19M	-0.83	6.50	7.32
Putnam Retirement Advantage 2035: 4	3.56M	-0.88	6.19	7.01

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