Putnam Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return7.61-2.814.7813.99--
    Category Average6.13-0.945.9713.351.55
    Assets for Each Yr*67.2460.8459.0872.0672.06
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.99 5.10 7.97

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $72,060 mil $0 64.50 35.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 37.28 1.26 Average
    International Stock 2.8 4.38 1.49 Above Avg
    Municipal Bond 3.2 7.72 1.06 Average
    Taxable Bond 3.1 24.91 1.05 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Jazz Pharmaceuticals PLC* Healthcare 11.54 1.58
    DISH Network Corp Class A* Communication Services 3.62 1.43
    Microsoft Corp* Technology 4.75 1.19
    Northrop Grumman Corp* Industrials 2.68 1.02
    Apple Inc* Technology 4.64 1.01
    Alphabet Inc C* Technology 7.25 0.96
    EchoStar Corp* Technology 2.59 0.93
    JPMorgan Chase & Co* Financial Services 5.88 0.77
    Bank of America Corporation* Financial Services 5.66 0.68
    Becton, Dickinson and Co* Healthcare 6.38 0.65
    Johnson & Johnson* Healthcare 4.32 0.59
    Amazon.com Inc* Consumer Cyclical 11.61 0.58
    Citigroup Inc* Financial Services 3.27 0.57
    Comcast Corp Class A* Communication Services 6.36 0.51
    Visa Inc Class A* Financial Services 5.32 0.47
    Danaher Corp* Healthcare 7.08 0.43
    Facebook Inc A* Technology 1.65 0.43
    Agilent Technologies Inc* Healthcare 7.11 0.40
    The Home Depot Inc* Consumer Cyclical 3.64 0.40
    Johnson Controls International P* Industrials 4.43 0.40

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Putnam High Yield A Paul D. Scanlon 13.10
    Putnam Europe Equity Simon Davis 11.70
    Putnam Dynamic Asset Robert J. Schoen 11.60
    Putnam Dynamic Asset Robert J. Schoen 11.60
    Putnam Dynamic Asset Robert J. Schoen 11.60

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Putnam Multi-Cap Val Katherine Collins 0.00
    Putnam Global Utilit William Rives 0.70
    Putnam Capital Oppor Samuel Cox 0.80
    Putnam International Spencer HW Morgan 0.80
    Putnam Small Cap Gro William J. Monroe 0.80