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Putnam Sustainable Retirement 2040 Fund Class R (0P000038FC)

US Funds

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26.220 -0.010 -0.04%

20/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 7.43K

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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	17.873
Price to Book	3.285	2.624
Price to Sales	2.584	1.899
Price to Cash Flow	13.420	10.824
Dividend Yield	1.531	2.179
5 Years Earnings Growth	9.346	10.304

Sector Allocation

Name	Net %	Category Average
Technology	33.000	22.158
Healthcare	14.130	11.133
Financial Services	13.620	16.383
Consumer Cyclical	13.350	10.839
Industrials	8.630	11.697
Consumer Defensive	5.610	6.103
Basic Materials	3.450	3.867
Utilities	3.120	2.695
Communication Services	2.430	7.219
Real Estate	2.010	3.939
Energy	0.660	3.969

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	3.33B	2.84	5.25	2.35
Putnam Short Duration Income Y	6.57B	2.90	5.36	2.45
Putnam Absolute Return 300 Y	936.97M	3.81	3.74	2.39
Putnam High Yield Advantage A	579.21M	5.03	7.23	4.48
Putnam Diversified Income A	491.75M	5.53	5.03	2.43

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