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Putnam Retirement Advantage 2025: Iv (0P0000UAX6)

US Funds

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19.180 -0.010 -0.05%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

Morningstar Rating:
Total Assets: 980.88K

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0P0000UAX6 Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2025: IV (0P0000UAX6) fund. Our Putnam Retirement Advantage 2025: IV 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	27.730	32.610	4.880
Bonds	72.570	76.480	3.910
Convertible	0.110	0.110	0.000
Preferred	0.570	0.570	0.000
Other	1.490	2.390	0.900

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.463	16.988
Price to Book	2.773	2.559
Price to Sales	1.675	1.833
Price to Cash Flow	10.916	10.829
Dividend Yield	2.838	2.201
5 Years Earnings Growth	10.746	11.545

Sector Allocation

Name	Net %	Category Average
Technology	24.780	21.594
Financial Services	13.950	15.269
Healthcare	11.680	12.139
Communication Services	11.180	6.756
Industrials	9.920	11.227
Consumer Cyclical	9.030	10.168
Consumer Defensive	5.350	6.312
Energy	4.250	4.788
Real Estate	3.990	4.662
Basic Materials	3.240	4.258
Utilities	2.630	2.826

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,710

Number of short holdings: 64

Name	ISIN	Weight %	Last	Change %
5 Year Treasury Note Future Dec 24	-	3.95	-	-
2 Year Treasury Note Future Dec 24	-	3.28	-	-
Federal National Mortgage Association 2%	-	2.38	-	-
Apple	US0378331005	1.92	228.22	+1.38%
Federal National Mortgage Association 6.5%	-	1.86	-	-
NVIDIA	US67066G1040	1.68	146.80	+0.36%
Federal National Mortgage Association 2.5%	-	1.53	-	-
10 Year Treasury Note Future Dec 24	-	1.47	-	-
United States Treasury Notes 0.5%	-	1.45	-	-
S&P-GSCI Commodity Index Future Oct 24	-	1.42	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035: 2	2.32M	14.21	4.93	7.78
Putnam Retirement Advantage 2035: 4	3.65M	13.94	4.62	7.45
Putnam Retirement Advantage 2035:II	912.73M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	70.91M	13.74	4.47	7.29
Putnam Retirement Advantage 2035: 1	79.54M	14.28	5.04	7.89

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	19.180	-0.010	-0.05%