Putnam Retirement Advantage Plus 2050 Fund R4 (PAEHX)
22.40
-0.01
(-0.04%)
USD |
Apr 02 2026
PAEHX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 5.81% |
| Stock | 77.85% |
| Bond | 8.65% |
| Convertible | 0.00% |
| Preferred | 0.23% |
| Other | 7.45% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 65.63% |
|---|---|
|
North America
|
64.53% |
| Canada | 0.26% |
| United States | 64.27% |
|
Latin America
|
1.09% |
| Brazil | 0.44% |
| Chile | 0.02% |
| Colombia | 0.01% |
| Mexico | 0.07% |
| Peru | 0.01% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.57% |
|---|---|
| United Kingdom | 2.97% |
|
Europe Developed
|
8.54% |
| Austria | 0.14% |
| Denmark | 0.38% |
| France | 1.38% |
| Germany | 0.97% |
| Greece | 0.14% |
| Ireland | 1.31% |
| Italy | 0.43% |
| Netherlands | 1.21% |
| Norway | 0.10% |
| Spain | 0.55% |
| Sweden | 0.18% |
| Switzerland | 1.55% |
|
Europe Emerging
|
0.20% |
| Czech Republic | 0.00% |
| Poland | 0.08% |
| Turkey | 0.01% |
|
Africa And Middle East
|
0.86% |
| Egypt | 0.00% |
| Israel | 0.24% |
| Qatar | 0.00% |
| Saudi Arabia | 0.24% |
| South Africa | 0.13% |
| United Arab Emirates | 0.25% |
| Greater Asia | 9.34% |
|---|---|
| Japan | 2.62% |
|
Australasia
|
0.54% |
| Australia | 0.54% |
|
Asia Developed
|
3.36% |
| Hong Kong | 0.63% |
| Singapore | 0.22% |
| South Korea | 1.06% |
| Taiwan | 1.46% |
|
Asia Emerging
|
2.81% |
| China | 1.44% |
| India | 1.05% |
| Indonesia | 0.14% |
| Kazakhstan | 0.01% |
| Malaysia | 0.05% |
| Philippines | 0.12% |
| Thailand | 0.00% |
| Unidentified Region | 12.47% |
|---|
Bond Credit Quality Exposure
| AAA | 6.46% |
| AA | 21.45% |
| A | 9.78% |
| BBB | 21.95% |
| BB | 15.45% |
| B | 8.71% |
| Below B | 2.61% |
| CCC | 2.46% |
| CC | 0.02% |
| C | 0.09% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.22% |
| Not Available | 13.37% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
30.82% |
| Materials |
|
3.68% |
| Consumer Discretionary |
|
9.21% |
| Financials |
|
16.07% |
| Real Estate |
|
1.86% |
| Sensitive |
|
48.02% |
| Communication Services |
|
9.10% |
| Energy |
|
2.79% |
| Industrials |
|
10.52% |
| Information Technology |
|
25.61% |
| Defensive |
|
17.10% |
| Consumer Staples |
|
4.52% |
| Health Care |
|
9.84% |
| Utilities |
|
2.73% |
| Not Classified |
|
4.07% |
| Non Classified Equity |
|
0.08% |
| Not Classified - Non Equity |
|
3.98% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 10.02% |
| Corporate | 59.55% |
| Securitized | 27.83% |
| Municipal | 0.00% |
| Other | 2.60% |
Bond Maturity Exposure
| Short Term |
|
5.87% |
| Less than 1 Year |
|
5.87% |
| Intermediate |
|
51.91% |
| 1 to 3 Years |
|
10.35% |
| 3 to 5 Years |
|
19.18% |
| 5 to 10 Years |
|
22.39% |
| Long Term |
|
41.92% |
| 10 to 20 Years |
|
10.92% |
| 20 to 30 Years |
|
28.99% |
| Over 30 Years |
|
2.01% |
| Other |
|
0.29% |
As of February 28, 2026