Putnam Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return18.657.78-3.185.674.15
    Category Average15.106.35-1.206.733.62
    Assets for Each Yr*63.3774.2766.8065.4067.57
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 4.15 3.93 7.69

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $67,574 mil $0 68.79 31.21
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 37.31 1.30 Average
    International Stock 2.3 4.04 1.50 Average
    Municipal Bond 3.2 8.41 1.08 Average
    Taxable Bond 3.0 23.04 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-24-17

      Sector YTD Return % % Net Assets  
    DISH Network Corp* Communication Services 7.01 1.89
    Jazz Pharmaceuticals PLC* Healthcare 31.28 1.22
    Northrop Grumman Corp* Industrials 2.24 0.91
    Microsoft Corp* Technology 5.20 0.75
    EchoStar Corp* Technology 7.37 0.73
    JPMorgan Chase & Co* Financial Services 1.72 0.62
    American Airlines Group Inc* Industrials -10.41 0.60
    Apple Inc* Technology 21.92 0.59
    Alphabet Inc C* Technology 5.52 0.56
    Johnson & Johnson* Healthcare 9.61 0.52
    The Priceline Group Inc* Consumer Cyclical 19.58 0.52
    Amazon.com Inc* Consumer Cyclical 12.77 0.51
    Agilent Technologies Inc* Healthcare 16.51 0.47
    Citigroup Inc* Financial Services -2.02 0.44
    Johnson Controls International P* Basic Materials 0.68 0.44
    Eli Lilly and Co* Healthcare 15.16 0.41
    Wells Fargo & Co* Financial Services 2.00 0.41
    Bank of America Corporation* Financial Services 4.95 0.40
    Exxon Mobil Corp* Energy -9.17 0.40
    Alphabet Inc A* Technology 5.39 0.37

    Best 5-Year Relative Performance | More
    03-24-17

    Worst 5-Year Relative Performance | More
    03-24-17

    Lowest Expenses | More
    03-24-17

    Highest Expenses | More
    03-24-17

    Longest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Putnam Multi-Cap Val James A. Polk 13.00
    Putnam High Yield A Paul D. Scanlon 12.60
    Putnam High Yield Ad Paul D. Scanlon 12.30
    Putnam Dynamic Asset Robert J. Kea 11.80
    Putnam Dynamic Asset Robert J. Kea 11.80

    Shortest Manager Tenure | More
    03-24-17

    Fund Name   Manager Name Avg Manager Tenure  
    Putnam Fund for Grow Darren A. Jaroch 0.40
    Putnam Global Energy Ryan Kauppila 0.40
    Putnam Global Indust Daniel Schiff 0.50
    Putnam Capital Oppor Pam Gao 1.10
    Putnam International Brett Risser 1.10