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Putnam Retirement Advantage 2040: V (0P00017212)

US Funds

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27.390 +0.020 +0.07%

18/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

Morningstar Rating:
Total Assets: 49.2M

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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 %
Stocks	70.530	74.380	3.850
Bonds	29.620	30.420	0.800
Convertible	0.040	0.040	0.000
Preferred	0.210	0.210	0.000
Other	0.290	6.770	6.480

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.168	17.254
Price to Book	3.171	2.587
Price to Sales	2.056	1.866
Price to Cash Flow	12.953	10.885
Dividend Yield	1.692	2.179
5 Years Earnings Growth	10.908	10.975

Sector Allocation

Name	Net %	Category Average
Technology	27.170	22.257
Financial Services	14.790	15.740
Healthcare	11.090	11.697
Consumer Cyclical	10.980	10.927
Industrials	9.710	11.446
Communication Services	9.670	6.902
Consumer Defensive	5.700	6.049
Basic Materials	3.220	3.985
Energy	3.140	4.126
Real Estate	2.360	4.103
Utilities	2.190	2.771

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,223

Number of short holdings: 116

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	4.15	244.47	-0.05%
Gsglpwdl R Sofr P 12/15/25 Gs	-	3.82	-	-
NVIDIA	US67066G1040	3.78	139.40	+0.40%
Microsoft	US5949181045	3.62	409.64	+0.30%
Future on 2 Year Treasury Note	-	3.32	-	-
Bcpudeal R Sofr P 12/11/25 Bc	-	2.86	-	-
Us 5yr Note (Cbt) Mar25 Fvh5	-	2.73	-	-
Amazon.com	US0231351067	2.67	226.65	-0.89%
Meta Platforms	US30303M1027	1.74	716.37	-2.76%
Us 10yr Note (Cbt)mar25 Tyh5	-	1.43	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	905.2M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	69.97M	2.31	6.73	7.60
Putnam Retirement Advantage 2035: 1	79.92M	2.35	7.31	8.20
Putnam Retirement Advantage 2035: 2	2.33M	2.34	7.21	8.08
Putnam Retirement Advantage 2035: 4	3.73M	2.32	6.88	7.76

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Retirement Advant.	27.390	+0.020	+0.07%