Putnam Retirement Advantage Fund Equity Positions Weight
| PADLX Fund | USD 10.09 0.02 0.20% |
Putnam Retirement Advantage fundamentals help investors to digest information that contributes to Putnam Retirement's financial success or failures. It also enables traders to predict the movement of Putnam Mutual Fund. The fundamental analysis module provides a way to measure Putnam Retirement's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Putnam Retirement mutual fund.
Putnam |
Putnam Retirement Advantage Mutual Fund Equity Positions Weight Analysis
Putnam Retirement's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Putnam Retirement Equity Positions Weight | 17.38 % |
Most of Putnam Retirement's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Putnam Retirement Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Putnam Retirement Advantage has an Equity Positions Weight of 17.38%. This is 81.26% lower than that of the Putnam family and significantly higher than that of the Target-Date Retirement category. The equity positions weight for all United States funds is notably lower than that of the firm.
Putnam Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Putnam Retirement's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Putnam Retirement could also be used in its relative valuation, which is a method of valuing Putnam Retirement by comparing valuation metrics of similar companies.Putnam Retirement is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Putnam Retirement
The fund invests 17.38% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.41%) , cash (12.81%) and various exotic instruments.Asset allocation divides Putnam Retirement's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Putnam Fundamentals
| Total Asset | 12.03 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 1.96 % | ||||
| One Year Return | 9.21 % | ||||
| Three Year Return | 1.11 % | ||||
| Net Asset | 55.46 K | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 12.81 % | ||||
| Equity Positions Weight | 17.38 % | ||||
| Bond Positions Weight | 0.41 % |
About Putnam Retirement Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam Retirement Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Retirement using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Retirement Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Putnam Retirement in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Putnam Retirement's short interest history, or implied volatility extrapolated from Putnam Retirement options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Retirement Advantage. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.