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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: 747.2M

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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	79.650	84.980	5.330
Bonds	34.310	38.760	4.450
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	17.893	17.185
Price to Book	3.065	2.543
Price to Sales	1.967	1.849
Price to Cash Flow	11.748	10.516
Dividend Yield	1.853	2.221
5 Years Earnings Growth	9.939	10.546

Sector Allocation

Name	Net %	Category Average
Technology	24.450	21.456
Financial Services	16.810	16.445
Healthcare	11.310	11.689
Consumer Cyclical	10.550	10.849
Industrials	9.550	11.482
Communication Services	9.170	6.997
Consumer Defensive	6.350	6.240
Energy	3.700	4.093
Basic Materials	3.460	3.932
Real Estate	2.460	4.098
Utilities	2.190	2.724

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	-	49.91	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	46.90	-	-
Putnam Stable Value Fund	-	3.21	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	892.64M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	70.16M	2.84	9.66	7.08
Putnam Retirement Advantage 2035: 1	76.82M	3.10	10.27	7.68
Putnam Retirement Advantage 2035: 2	2.48M	3.06	10.16	7.56
Putnam Retirement Advantage 2035: 4	4M	2.96	9.84	7.24

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