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Putnam Retirement Advantage 2025: Iii (0P0000ZW8V)

US Funds

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18.850 -0.000 0.00%

25/07 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 535.64M

Type: Fund

Market: United States

Asset Class: Bond

General
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0P0000ZW8V Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025:III (0P0000ZW8V) fund. Our Putnam Retirement Advantage 2025:III portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	29.080	30.460	1.380
Bonds	72.190	74.910	2.720
Convertible	0.120	0.120	0.000
Preferred	0.650	0.650	0.000
Other	1.370	2.180	0.810

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.992	17.094
Price to Book	2.712	2.607
Price to Sales	1.801	1.892
Price to Cash Flow	11.454	11.113
Dividend Yield	2.755	2.163
5 Years Earnings Growth	9.888	11.522

Sector Allocation

Name	Net %	Category Average
Technology	24.930	22.071
Financial Services	15.450	15.443
Healthcare	11.420	11.860
Communication Services	11.120	6.905
Consumer Cyclical	9.630	10.223
Industrials	8.790	11.117
Consumer Defensive	5.320	6.164
Real Estate	3.950	4.626
Energy	3.870	4.558
Basic Materials	3.050	4.130
Utilities	2.470	2.903

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,676

Number of short holdings: 115

Name	ISIN	Weight %	Last	Change %
Us 2yr Note (Cbt) Mar25 Tuh5	-	3.95	-	-
Us 5yr Note (Cbt) Mar25 Fvh5	-	3.53	-	-
Federal National Mortgage Association	-	2.38	-	-
Apple	US0378331005	1.75	242.21	-1.14%
NVIDIA	US67066G1040	1.66	140.14	-6.22%
Us Long Bond(Cbt) Mar25 Ush5	-	1.58	-	-
United States Treasury Notes	-	1.49	-	-
Federal National Mortgage Association	-	1.47	-	-
Goldman Sachs Idx Dec24 Giz4	-	1.41	-	-
United States Treasury Bonds	-	1.34	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 2	2.26M	18.50	6.70	7.97
Putnam Retirement Advantage 2035: 4	3.63M	18.14	6.37	7.64
Putnam Retirement Advantage 2035:II	935.35M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	68.16M	17.94	6.20	7.48
Putnam Retirement Advantage 2035: 1	79.25M	18.56	6.80	8.08

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	18.850	-0.000	0.00%