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Putnam Retirement Advantage 2035: I (0P0000U8BW)

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27.280 +0.060 +0.22%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 79.12M

Type: Fund

Market: United States

Asset Class: Bond

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0P0000U8BW Holdings

Comprehensive information about top holdings and Key Holding Information for the Putnam Retirement Advantage 2035: I (0P0000U8BW) fund. Our Putnam Retirement Advantage 2035: I 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	58.160	66.200	8.040
Bonds	40.110	41.670	1.560
Convertible	0.030	0.030	0.000
Preferred	0.120	0.120	0.000
Other	1.760	8.160	6.400

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.942	17.250
Price to Book	3.228	2.627
Price to Sales	1.993	1.879
Price to Cash Flow	12.649	11.128
Dividend Yield	1.673	2.086
5 Years Earnings Growth	12.482	11.699

Sector Allocation

Name	Net %	Category Average
Technology	25.670	22.150
Financial Services	13.780	15.299
Healthcare	12.400	12.302
Industrials	10.700	11.333
Consumer Cyclical	9.970	10.593
Communication Services	9.200	6.904
Consumer Defensive	6.030	6.166
Basic Materials	3.960	4.174
Energy	3.480	4.346
Utilities	2.600	2.688
Real Estate	2.220	4.048

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 2,795

Number of short holdings: 73

Name	ISIN	Weight %	Last	Change %
2 Year Treasury Note Future Dec 24	-	3.91	-	-
5 Year Treasury Note Future Dec 24	-	3.84	-	-
Gsglpwdl R Sofr P 12/15/25 Gs	-	3.80	-	-
Apple	US0378331005	3.75	235.06	+0.94%
Microsoft	US5949181045	3.41	427.99	+2.20%
NVIDIA	US67066G1040	3.27	136.92	+0.66%
Bcpudeal R Sofr P 09/25/25 Bc	-	2.86	-	-
10 Year Treasury Note Future Dec 24	-	2.39	-	-
Amazon.com	US0231351067	2.16	207.86	+3.18%
Ultra US Treasury Bond Future Dec 24	-	1.81	-	-

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	71.35M	13.74	4.47	7.29
Putnam Retirement Advantage 2035: 2	2.32M	14.21	4.93	7.78
Putnam Retirement Advantage 2035: 4	3.65M	13.94	4.62	7.45
Putnam Retirement Advantage 2030:II	796.41M	7.53	2.76	6.24

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Putnam Retirement.	27.280	+0.060	+0.22%