Putnam Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-2.794.6114.00-3.4312.09
    Category Average-0.745.9313.37-3.1010.50
    Assets for Each Yr*55.7554.4267.2169.2677.56
    *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 mil $0 66.28 33.72
    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.

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

      Sector YTD Return % % Net Assets  

    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 Avg Manager Tenure  
    Putnam High Yield A Paul D. Scanlon 14.80
    Putnam Floating Rate Paul D. Scanlon 12.60
    Putnam Global Income D. William Kohli 11.20
    Putnam International Jeffrey Sacknowitz 10.80
    Putnam Diversified I D. William Kohli 10.60

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Putnam Emerging Mark Brian S. Freiwald 0.10
    Putnam Small Cap Val Michael Petro 0.60
    Putnam Growth Opport Richard E. Bodzy 1.20
    Putnam International Vivek Gandhi 1.50
    Putnam Sustainable F Katherine Collins 1.50