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Putnam Retirement Advantage 2030: Iii (0P0000ZW8W)

US Funds

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21.610 -0.030 -0.14%

25/07 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 796.41M

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

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0P0000ZW8W Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2030:III (0P0000ZW8W) fund. Our Putnam Retirement Advantage 2030: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	39.420	52.490	13.070
Bonds	59.000	61.030	2.030
Convertible	0.050	0.050	0.000
Preferred	0.220	0.220	0.000
Other	1.640	5.760	4.120

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.551	17.150
Price to Book	3.140	2.610
Price to Sales	1.943	1.855
Price to Cash Flow	12.367	10.972
Dividend Yield	1.835	2.117
5 Years Earnings Growth	12.225	11.633

Sector Allocation

Name	Net %	Category Average
Technology	25.250	21.809
Financial Services	13.690	15.109
Healthcare	12.350	12.314
Industrials	10.840	11.375
Consumer Cyclical	9.730	10.521
Communication Services	9.680	6.699
Consumer Defensive	5.890	6.359
Basic Materials	4.040	4.255
Energy	3.580	4.507
Utilities	2.560	2.808
Real Estate	2.390	4.269

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,712

Number of short holdings: 62

Name	ISIN	Weight %	Last	Change %
5 Year Treasury Note Future Dec 24	-	5.32	-	-
2 Year Treasury Note Future Dec 24	-	5.27	-	-
10 Year Treasury Note Future Dec 24	-	3.10	-	-
Apple	US0378331005	2.95	229.87	+0.59%
Microsoft	US5949181045	2.63	417.00	+1.00%
NVIDIA	US67066G1040	2.59	141.95	-3.22%
Gsglpwdl R Sofr P 12/15/25 Gs	-	2.44	-	-
Ultra US Treasury Bond Future Dec 24	-	2.39	-	-
US Treasury Bond Future Dec 24	-	2.02	-	-
Bcpudeal R Sofr P 09/25/25 Bc	-	1.83	-	-

Top Bond Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
Putnam Retirement Advantage 2035:II	890.18M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	70.75M	13.74	4.47	7.29
Putnam Retirement Advantage 2035: 1	78.4M	14.28	5.04	7.89
Putnam Retirement Advantage 2035: 2	2.3M	14.21	4.93	7.78
Putnam Retirement Advantage 2035: 4	3.64M	13.94	4.62	7.45

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	21.610	-0.030	-0.14%
	PIMCO StocksPLUS .	17.47	+0.07	+0.40%