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Putnam Sustainable Retirement 2040 Fund Class R (0P000038FC)

US Funds

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26.180 -0.010 -0.04%

30/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 7.22K

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0P000038FC Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam RetirementReady 2040 Fund Class R (0P000038FC) fund. Our Putnam RetirementReady 2040 Fund Class R 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	2.130	2.980	0.850
Shares	67.150	67.150	0.000
Bonds	30.200	30.200	0.000
Convertible	0.050	0.050	0.000
Preferred	0.060	0.060	0.000
Other	0.410	0.430	0.020

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.650	17.627
Price to Book	3.285	2.595
Price to Sales	2.584	1.877
Price to Cash Flow	13.420	10.744
Dividend Yield	1.531	2.201
5 Years Earnings Growth	9.346	10.321

Sector Allocation

Name	Net %	Category Average
Technology	33.000	21.726
Healthcare	14.130	11.418
Financial Services	13.620	16.408
Consumer Cyclical	13.350	10.871
Industrials	8.630	11.594
Consumer Defensive	5.610	6.227
Basic Materials	3.450	3.889
Utilities	3.120	2.728
Communication Services	2.430	7.080
Real Estate	2.010	4.062
Energy	0.660	3.997

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	-	36.12	-	-
Putnam ESG Core Bond ETF	-	22.78	-	-
Putnam Sustainable Future ETF	-	16.40	-	-
Putnam PanAgora ESG Intl Eq ETF	-	13.69	-	-
Putnam ESG High Yield ETF	-	4.97	-	-
Putnam ESG Ultra Short ETF	-	3.25	-	-
Putnam PanAgora ESG Emerg Mkts Eq ETF	-	2.46	-	-

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	6.51B	2.49	5.27	2.42
Putnam Absolute Return 300 Y	908.79M	4.05	4.23	2.42
Putnam High Yield Advantage A	579.09M	4.50	8.95	4.37
Putnam Diversified Income A	489.23M	5.30	5.45	2.39

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