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Putnam Retirement Advantage 2040: V (0P00017212)

US Funds

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25.940 +0.150 +0.58%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 46.98M

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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 %
Cash	1.200	5.260	4.060
Shares	69.770	74.550	4.780
Bonds	28.460	32.090	3.630
Convertible	0.030	0.030	0.000
Preferred	0.140	0.140	0.000
Other	0.400	4.120	3.720

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.563	17.218
Price to Book	3.111	2.568
Price to Sales	2.013	1.870
Price to Cash Flow	11.321	10.625
Dividend Yield	1.742	2.185
5 Years Earnings Growth	12.183	10.984

Sector Allocation

Name	Net %	Category Average
Technology	25.550	21.999
Financial Services	16.170	16.190
Healthcare	11.320	11.580
Consumer Cyclical	10.180	10.990
Communication Services	10.180	7.059
Industrials	9.370	11.340
Consumer Defensive	5.930	6.010
Basic Materials	3.380	3.921
Energy	3.300	4.094
Real Estate	2.400	4.078
Utilities	2.230	2.741

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	-	51.70	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	44.95	-	-
Putnam Stable Value Fund	-	3.36	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	877.56M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	64.25M	-0.97	6.02	6.85
Putnam Retirement Advantage 2035: 1	73.07M	-0.82	6.61	7.43
Putnam Retirement Advantage 2035: 2	2.2M	-0.83	6.50	7.32
Putnam Retirement Advantage 2035: 4	3.6M	-0.88	6.19	7.01

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