Putnam Mutual Fund Family Data Pages

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Performance
08-31-19

Total ReturnCategory Average
Total Return -2.8 4.6 14.0 -3.4 12.1
Category Average -0.7 5.9 13.4 -3.1 10.5
Assets for Each Yr* 55.8 54.4 67.2 69.3 77.6
*billions

Trailing Returns %
08-31-19

  YTD 3 Year 5 Year    
Fund Family 12.09 7.94 4.95

Key Stats
08-31-19

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
77,559 $0 66.3 33.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.4 35.24 1.20 Average
International Stock 2.6 3.40 1.51 Above Avg
Municipal Bond 3.0 6.79 0.95 Average
Taxable Bond 3.5 31.99 0.99 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 3 2
1 1 0
1 0 1
Asset Allocation %
Cash 6.2
Stocks 46.1
Bonds 41.7
Other 5.9
Annual Turnover % 142
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive 39.3
Communication Services 4.0
Energy 5.5
Industrials 9.7
Technology 20.1
Cyclical 33.8
Basic Materials 3.9
Consumer Cyclical 11.7
Financial Services 16.1
Real Estate 2.1
Defensive 26.3
Consumer Defensives 6.7
Healthcare 16.5
Utilities 3.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 09-16-19

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
09-16-19

Worst 5-Year Relative Performance | More
09-16-19

Lowest Expenses | More
09-16-19

Highest Expenses | More
09-16-19

Longest Manager Tenure | More
09-16-19

Fund Name Manager Name Average Manager Tenure
Putnam High Yield A Paul D. Scanlon 15
Putnam Floating Rate Income A Paul D. Scanlon 13
Putnam Global Income A D. William Kohli 11
Putnam International Growth A Jeffrey Sacknowitz 11
Putnam Diversified Income A D. William Kohli 11

Shortest Manager Tenure | More
09-16-19

Fund Name Manager Name Average Manager Tenure
Putnam Emerging Markets Equity Y Brian S. Freiwald 0
Putnam Small Cap Value A Michael Petro 1
Putnam Growth Opportunities A Richard E. Bodzy 1
Putnam International Equity A Vivek Gandhi 2
Putnam Sustainable Future A Katherine Collins 2
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