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Putnam Retirement Advantage 2030: Ii (0P0000YWK1)

US Funds

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23.790 -0.130 -0.54%

07/02 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.27M

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

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0P0000YWK1 Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2030: II (0P0000YWK1) fund. Our Putnam Retirement Advantage 2030: II 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	39.950	52.560	12.610
Bonds	60.330	62.010	1.680
Convertible	0.060	0.060	0.000
Preferred	0.300	0.300	0.000
Other	0.010	4.130	4.120

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.124	17.243
Price to Book	3.182	2.638
Price to Sales	2.041	1.899
Price to Cash Flow	13.138	11.100
Dividend Yield	1.739	2.119
5 Years Earnings Growth	10.662	10.961

Sector Allocation

Name	Net %	Category Average
Technology	27.280	22.250
Financial Services	14.450	15.639
Healthcare	11.300	11.672
Consumer Cyclical	10.640	10.780
Communication Services	9.840	6.916
Industrials	9.620	11.329
Consumer Defensive	5.790	6.141
Energy	3.210	4.239
Basic Materials	3.140	3.938
Real Estate	2.530	4.219
Utilities	2.210	2.900

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,662

Number of short holdings: 119

Name	ISIN	Weight %	Last	Change %
Future on 2 Year Treasury Note	-	6.52	-	-
Us 5yr Note (Cbt) Mar25 Fvh5	-	5.39	-	-
Apple	US0378331005	3.10	227.63	-2.40%
NVIDIA	US67066G1040	2.82	129.84	+0.90%
Microsoft	US5949181045	2.64	409.75	-1.46%
Us 10yr Note (Cbt)mar25 Tyh5	-	2.52	-	-
Us Long Bond(Cbt) Mar25 Ush5	-	2.35	-	-
Gsglpwdl R Sofr P 12/15/25 Gs	-	2.33	-	-
Us Ultra Bond Cbt Mar25 Wnh5	-	2.13	-	-
Amazon.com	US0231351067	1.94	229.15	-4.05%

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	69.7M	2.31	6.73	7.60
Putnam Retirement Advantage 2035: 1	79.6M	2.35	7.31	8.20
Putnam Retirement Advantage 2035: 2	2.32M	2.34	7.21	8.08
Putnam Retirement Advantage 2035: 4	3.71M	2.32	6.88	7.76

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	23.790	-0.130	-0.54%