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Putnam Retirement Advantage 2030: Ii (0P0000YWK1)

US Funds

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23.170 +0.040 +0.17%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.24M

Type: Fund

Market: United States

Issuer: Putnam Fiduciary Trust Co

Asset Class: Bond

General
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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 %
Shares	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	17.323
Price to Book	3.140	2.601
Price to Sales	1.943	1.849
Price to Cash Flow	12.367	10.944
Dividend Yield	1.835	2.122
5 Years Earnings Growth	12.225	11.649

Sector Allocation

Name	Net %	Category Average
Technology	25.250	21.795
Financial Services	13.690	15.093
Healthcare	12.350	12.360
Industrials	10.840	11.356
Consumer Cyclical	9.730	10.499
Communication Services	9.680	6.678
Consumer Defensive	5.890	6.362
Basic Materials	4.040	4.250
Energy	3.580	4.579
Utilities	2.560	2.776
Real Estate	2.390	4.275

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	222.64	+0.29%
Microsoft	US5949181045	2.63	409.75	+0.32%
NVIDIA	US67066G1040	2.59	137.92	+1.37%
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	912.73M	10.22	4.50	7.41
Putnam Retirement Advantage 2035:V	69.17M	15.70	6.19	7.68
Putnam Retirement Advantage 2035: 1	77.53M	16.18	6.77	8.28
Putnam Retirement Advantage 2035: 2	2.25M	16.13	6.66	8.17
Putnam Retirement Advantage 2035: 4	3.56M	15.87	6.34	7.84

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	Putnam Retirement.	23.170	+0.040	+0.17%