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Putnam Sustainable Retirement 2040 Fund Class Y (0P000038FA)

US Funds

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30.560 -0.170 -0.55%

11/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 330.69M

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0P000038FA Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam RetirementReady 2040 Fund Class Y (0P000038FA) fund. Our Putnam RetirementReady 2040 Fund Class Y portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.520	4.510	0.990
Shares	67.190	67.190	0.000
Bonds	28.810	28.810	0.000
Convertible	0.040	0.040	0.000
Preferred	0.050	0.050	0.000
Other	0.380	0.380	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.341	17.347
Price to Book	3.473	2.562
Price to Sales	2.676	1.863
Price to Cash Flow	13.373	10.597
Dividend Yield	1.486	2.210
5 Years Earnings Growth	9.264	10.476

Sector Allocation

Name	Net %	Category Average
Technology	31.200	21.568
Healthcare	14.080	11.542
Financial Services	13.220	16.450
Consumer Cyclical	11.720	10.843
Industrials	9.490	11.544
Consumer Defensive	7.030	6.239
Utilities	3.470	2.724
Communication Services	3.470	7.047
Basic Materials	2.980	3.906
Real Estate	2.710	4.085
Energy	0.630	4.056

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 8

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Putnam Sustainable Leaders ETF	-	35.39	-	-
Putnam ESG Core Bond ETF	-	20.55	-	-
Putnam Sustainable Future ETF	-	18.51	-	-
Putnam PanAgora ESG Intl Eq ETF	-	12.90	-	-
Putnam ESG Ultra Short ETF	-	5.00	-	-
Putnam ESG High Yield ETF	-	4.65	-	-
Putnam PanAgora ESG Emerg Mkts Eq ETF	-	2.53	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Short Duration Income A	3.32B	2.44	5.16	2.30
Putnam Short Duration Income Y	6.5B	2.49	5.27	2.42
Putnam Absolute Return 300 Y	910.3M	4.05	4.23	2.42
Putnam High Yield Advantage A	581.01M	4.50	8.95	4.37
Putnam Diversified Income A	491.11M	5.30	5.45	2.39

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