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Putnam Retirement Advantage 2025 R (PRTWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.30-0.02 (-0.19%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash-5.19%
Stocks28.03%
Bonds70.68%
Others6.08%
Preferred0.27%
Convertible0.13%

Sector weightings (%)

Sector(s)
PRTWX
Basic materials
3.51%
Consumer cyclical
10.09%
Financial services
13.89%
Property
3.56%
Consumer defensive
6.18%
Healthcare
12.13%
Utilities
2.74%
Communication services
9.80%
Energy
4.30%
Industrials
9.76%
Technology
24.04%

Equity holdings

AveragePRTWXCategory average
Price/Earnings0.0523.12
Price/book0.362.92
Price/sales0.62.18
Price/Cash flow0.0814.45
Median market cap129,981.875,917.3
3-year earnings growth20.6312.3

Bond holdings

AveragePRTWXCategory average
Maturity9.148.09
Duration4.596.6
Credit qualityN/AN/A

Bond ratings

Sector(s)PRTWX
US government19.16%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 1 holdings (69.87% of total assets)

Get quotes for top holdings
NameSymbol% assets
Putnam Multi-Asset Income R6PMIVX69.87%