Putnam Retirement Advantage Plus 2035 Fund C (LP40099741)
20.56
+0.34
(+1.68%)
USD |
Apr 08 2026
LP40099741 Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | -0.57% |
| Stock | 65.41% |
| Bond | 17.84% |
| Convertible | 0.00% |
| Preferred | 0.13% |
| Other | 17.19% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 72.27% |
|---|---|
|
North America
|
71.31% |
| Canada | 0.35% |
| United States | 70.95% |
|
Latin America
|
0.96% |
| Brazil | 0.07% |
| Chile | 0.03% |
| Colombia | 0.01% |
| Mexico | 0.03% |
| Peru | 0.02% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 10.39% |
|---|---|
| United Kingdom | 2.56% |
|
Europe Developed
|
7.37% |
| Austria | 0.12% |
| Denmark | 0.33% |
| France | 1.19% |
| Germany | 0.72% |
| Greece | 0.08% |
| Ireland | 1.26% |
| Italy | 0.36% |
| Netherlands | 1.06% |
| Norway | 0.07% |
| Portugal | 0.03% |
| Spain | 0.55% |
| Sweden | 0.12% |
| Switzerland | 1.30% |
|
Europe Emerging
|
0.13% |
| Poland | 0.03% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.33% |
| Egypt | 0.01% |
| Israel | 0.17% |
| Nigeria | 0.01% |
| Saudi Arabia | 0.02% |
| South Africa | 0.03% |
| United Arab Emirates | 0.08% |
| Greater Asia | 3.72% |
|---|---|
| Japan | 2.10% |
|
Australasia
|
0.40% |
| Australia | 0.39% |
|
Asia Developed
|
0.84% |
| Hong Kong | 0.33% |
| Singapore | 0.23% |
| South Korea | 0.14% |
| Taiwan | 0.15% |
|
Asia Emerging
|
0.37% |
| China | 0.13% |
| India | 0.08% |
| Indonesia | 0.08% |
| Kazakhstan | 0.02% |
| Malaysia | 0.02% |
| Philippines | 0.02% |
| Thailand | 0.00% |
| Unidentified Region | 13.62% |
|---|
Bond Credit Quality Exposure
| AAA | 6.23% |
| AA | 26.87% |
| A | 10.74% |
| BBB | 23.51% |
| BB | 9.75% |
| B | 5.46% |
| Below B | 1.65% |
| CCC | 1.56% |
| CC | 0.02% |
| C | 0.04% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.04% |
| Not Rated | 0.16% |
| Not Available | 15.63% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
27.28% |
| Materials |
|
3.38% |
| Consumer Discretionary |
|
8.42% |
| Financials |
|
13.65% |
| Real Estate |
|
1.83% |
| Sensitive |
|
44.20% |
| Communication Services |
|
8.45% |
| Energy |
|
2.78% |
| Industrials |
|
10.06% |
| Information Technology |
|
22.91% |
| Defensive |
|
16.42% |
| Consumer Staples |
|
4.59% |
| Health Care |
|
9.52% |
| Utilities |
|
2.30% |
| Not Classified |
|
12.10% |
| Non Classified Equity |
|
0.02% |
| Not Classified - Non Equity |
|
12.08% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 8.48% |
| Corporate | 57.16% |
| Securitized | 31.79% |
| Municipal | 0.00% |
| Other | 2.56% |
Bond Maturity Exposure
| Short Term |
|
7.35% |
| Less than 1 Year |
|
7.35% |
| Intermediate |
|
44.80% |
| 1 to 3 Years |
|
10.67% |
| 3 to 5 Years |
|
15.52% |
| 5 to 10 Years |
|
18.60% |
| Long Term |
|
47.61% |
| 10 to 20 Years |
|
10.81% |
| 20 to 30 Years |
|
34.29% |
| Over 30 Years |
|
2.51% |
| Other |
|
0.24% |
As of February 28, 2026