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Putnam Retirement Advantage 2040: V (0P00017212)

US Funds

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29.100 +0.350 +1.22%

22/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 49.18M

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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	78.250	87.230	8.980
Bonds	32.590	37.690	5.100
Convertible	0.050	0.050	0.000
Preferred	0.190	0.190	0.000
Other	0.450	4.630	4.180

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.903	17.899
Price to Book	3.317	2.628
Price to Sales	2.089	1.902
Price to Cash Flow	12.397	10.839
Dividend Yield	1.697	2.174
5 Years Earnings Growth	10.029	10.319

Sector Allocation

Name	Net %	Category Average
Technology	26.230	22.207
Financial Services	16.400	16.364
Consumer Cyclical	10.830	10.825
Healthcare	10.190	11.117
Industrials	9.710	11.706
Communication Services	9.230	7.228
Consumer Defensive	6.370	6.094
Basic Materials	3.300	3.865
Energy	3.020	3.967
Utilities	2.380	2.693
Real Estate	2.330	3.935

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	-	50.14	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	46.80	-	-
Putnam Stable Value Fund	-	3.08	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:V	73.13M	6.69	11.47	7.55
Putnam Retirement Advantage 2035: 1	74.33M	7.05	12.08	8.15
Putnam Retirement Advantage 2035:II	972.26M	10.22	4.50	7.41
Putnam Retirement Advantage 2035: 4	4.09M	6.83	11.64	7.72
Putnam Retirement Advantage 2040: 1	56.7M	8.16	13.75	8.94

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