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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: 500.96M

Type: Fund

Market: United States

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	29.000	29.840	0.840
Bonds	75.550	78.360	2.810
Convertible	0.130	0.130	0.000
Preferred	0.600	0.600	0.000

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	15.944	17.185
Price to Book	2.734	2.599
Price to Sales	1.778	1.887
Price to Cash Flow	11.291	11.020
Dividend Yield	2.623	2.177
5 Years Earnings Growth	8.394	10.840

Sector Allocation

Name	Net %	Category Average
Technology	25.050	22.097
Financial Services	15.560	15.847
Communication Services	11.880	7.073
Healthcare	10.910	11.452
Consumer Cyclical	10.130	10.504
Industrials	8.440	11.105
Consumer Defensive	5.150	6.055
Real Estate	3.990	4.610
Energy	3.610	4.419
Utilities	2.700	2.908
Basic Materials	2.590	3.931

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,694

Number of short holdings: 115

Name	ISIN	Weight %	Last	Change %
Future on 2 Year Treasury Note	-	4.08	-	-
Us 5yr Note (Cbt) Mar25 Fvh5	-	4.05	-	-
Federal National Mortgage Association 2%	-	2.50	-	-
Apple	US0378331005	1.72	220.84	-2.92%
United States Treasury Notes 0.5%	-	1.61	-	-
Us Long Bond(Cbt) Mar25 Ush5	-	1.48	-	-
Federal National Mortgage Association 2.5%	-	1.45	-	-
NVIDIA	US67066G1040	1.43	108.76	+1.66%
United States Treasury Bonds 2.75%	-	1.38	-	-
United States Treasury Notes 1.125%	-	1.34	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:V	66.04M	2.31	7.50	7.13
Putnam Retirement Advantage 2035: 1	76.52M	2.43	8.09	7.72
Putnam Retirement Advantage 2035: 2	2.25M	2.42	7.99	7.61
Putnam Retirement Advantage 2035: 4	3.64M	2.36	7.65	7.28
Putnam Retirement Advantage 2035:II	911.88M	10.22	4.50	7.41

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Recent Quotes

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