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Putnam Retirement Advantage 2040: V (0P00017212)

US Funds

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29.950 +0.130 +0.44%

23/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 938.9M

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0P00017212 Holdings

Comprehensive information about top holdings and Key Holding Information for the Retirement Advantage 2040 Class V (0P00017212) fund. Our Retirement Advantage 2040 Class V 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	77.960	88.000	10.040
Bonds	31.700	33.170	1.470
Convertible	0.030	0.030	0.000
Preferred	0.200	0.200	0.000
Other	0.290	8.030	7.740

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.842	17.848
Price to Book	3.459	2.664
Price to Sales	2.321	1.961
Price to Cash Flow	13.002	11.014
Dividend Yield	1.551	2.137
5 Years Earnings Growth	10.403	10.408

Sector Allocation

Name	Net %	Category Average
Technology	27.260	22.529
Financial Services	16.190	16.347
Consumer Cyclical	10.550	10.852
Industrials	9.820	11.730
Healthcare	9.750	10.776
Communication Services	9.690	7.378
Consumer Defensive	5.500	5.927
Basic Materials	3.430	3.912
Energy	3.120	3.958
Real Estate	2.490	3.886
Utilities	2.180	2.705

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 Balanced Portfolio	-	49.25	-	-
Putnam Ret Adv GAA Growth Portfolio	-	47.61	-	-
Putnam Stable Value Fund	-	3.16	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 1	1.11B	12.02	17.50	9.55
Putnam Retirement Advantage 2035:II	1.11B	10.22	4.50	7.41
Putnam Retirement Advantage 2035: 4	1.11B	11.71	17.02	9.11
Putnam Retirement Advantage 2035:V	1.11B	11.55	16.85	8.95
Putnam Retirement Advantage 2045:II	880.14M	12.86	5.92	8.51

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Recent Quotes

Name	Price	Chg.	Chg. %
Retirement Advant.	29.950	+0.130	+0.44%
Deka-Global Balan.	105.080	-0.160	-0.15%
AGAVE ATTENUATA D.	10.260	-0.000	-0.00%
Invesco Funds - I.	76.730	-0.280	-0.36%
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