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Putnam Retirement Advantage 2025: Iii (0P0000ZW8V)

US Funds

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18.850 -0.000 0.00%

25/07 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 487.61M

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

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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	28.470	31.290	2.820
Bonds	74.840	77.670	2.830
Convertible	0.110	0.110	0.000
Preferred	0.540	0.540	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.780	17.273
Price to Book	2.785	2.604
Price to Sales	1.778	1.892
Price to Cash Flow	10.817	10.951
Dividend Yield	2.601	2.173
5 Years Earnings Growth	10.153	10.995

Sector Allocation

Name	Net %	Category Average
Technology	24.580	21.799
Financial Services	15.740	16.039
Communication Services	11.750	7.160
Healthcare	11.410	11.494
Consumer Cyclical	9.150	10.518
Industrials	8.540	11.113
Consumer Defensive	5.380	6.053
Real Estate	4.200	4.608
Energy	3.530	4.390
Utilities	3.020	2.901
Basic Materials	2.680	3.926

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 4

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Putnam Reti Adv GAA Multi-Asset Inc Port	-	81.84	-	-
Putnam Ret Adv GAA Conservative Port	-	9.84	-	-
Putnam Stable Value Fund	-	5.82	-	-
Putnam Ret Adv GAA Balanced Portfolio	-	2.51	-	-
Ryanair Holdings PLC ADR	-	0.00	-	-
ABN AMRO	NL0011540547	0.00	17.11	-1.16%
Investor B	SE0015811963	0.00	270.0	-0.59%
TotalEnergies SE	FR0000120271	0.00	48.67	-1.72%
Parker Hannifin Corp	-	0.00	-	-
Keurig Dr Pepper Inc	-	0.00	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	854.62M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	64.08M	-0.97	6.02	6.85
Putnam Retirement Advantage 2035: 1	72.65M	-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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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	18.850	-0.000	0.00%
	Global X Japan Te.	1,358.0	-42.0	-3.00%