Putnam Mutual Funds List
Here you can find all mutual funds issued by Putnam and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 55
- Avg. Expense Ratio
- 0.69%
- Avg. 1 Year Return
- 20.22%
- Avg. 5 Year Return
- 8.35%
- Median Risk/Return Score
- 58 / 100
Putnam Mutual Funds List
11 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Putnam Short Duration Bond Fund | Short-Term Bond | Dec 23, 2008 | 0.37% | 0.75% | 2.95% | 4.11% | 87 | ||||||||
| Putnam Convertible Securities Fund | Convertible Bonds | Jun 28, 1972 | 1.03% | 22.93% | 12.01% | 4.46% | 75 | ||||||||
| Putnam Diversified Income Trust | Nontraditional Bonds | Oct 2, 1988 | 1.01% | 1.70% | 3.29% | 3.96% | 50 | ||||||||
| Putnam Floating Rate Income Fund | Bank Loan | Aug 3, 2004 | 1.03% | 0.00% | 3.74% | 6.30% | 35 | ||||||||
| Putnam Global Income Trust | Global Bonds | May 31, 1987 | 0.91% | 0.28% | 0.61% | 3.34% | 9 | ||||||||
| Putnam Mortgage Securities Fund | Intermediate Core-Plus Bond | Feb 8, 1984 | 0.89% | 2.89% | 1.53% | 4.63% | 58 | ||||||||
| Putnam High Yield Fund | High Yield Bonds | Mar 25, 1986 | 1.01% | 2.19% | 5.43% | 5.55% | 79 | ||||||||
| Putnam Income Fund | Intermediate Core-Plus Bond | Nov 1, 1954 | 0.73% | 1.12% | 2.07% | 4.54% | 41 | ||||||||
| Putnam Mortgage Opportunities Fund | Nontraditional Bonds | Apr 6, 2015 | 0.47% | 4.92% | 4.39% | 3.70% | 74 | ||||||||
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | Oct 17, 2011 | 0.30% | 1.43% | 2.53% | 4.40% | 99 | ||||||||
| Putnam Fixed Income Absolute Return Fund | Intermediate Core Bond | Dec 22, 2008 | 0.46% | 0.22% | 2.54% | 4.01% | 21 |
Explore top Putnam Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Putnam Mutual funds by Risk/Return Score
The top Putnam Mutual funds by PortfoliosLab Risk/Return Score are PSDYX (99) and PADLX (90).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Putnam Ultra Short Duration Income Fund | 99 | — | Oct 2011 | |
| Putnam Retirement Advantage Maturity Fund | 90 | — | Dec 2019 | |
| Putnam Large Cap Value Fund Class R6 | 88 | — | Jul 2012 | |
| Putnam Large Cap Value Fund | 88 | — | Jan 1998 | |
| Putnam Short Duration Bond Fund | 87 | — | Dec 2008 |
Best-Performing Putnam Mutual funds Over 5 Years
The top Putnam Mutual funds is PGTYX (18.67%).
Across the lineup, Putnam Mutual funds show an average 1-year return of 20.22% and an average 5-year return of 8.35%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Putnam Global Technology Fund | 18.67% | — | Dec 2008 | |
| Putnam Research Fund | 14.77% | — | Oct 1995 | |
| Putnam Focused Equity Fund | 14.46% | — | Dec 2008 | |
| Putnam Large Cap Value Fund Class R6 | 14.27% | — | Jul 2012 | |
| Putnam Large Cap Value Fund | 14.09% | — | Jan 1998 |
Lowest-Cost Putnam Mutual funds
The top Putnam Mutual funds is PRTLX (0.03%).
With an average expense ratio of 0.69%, Putnam Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Putnam RetirementReady 2055 Fund | 0.03% | — | Nov 2010 | |
| Putnam RetirementReady 2060 Fund | 0.03% | — | Nov 2015 | |
| Putnam RetirementReady 2050 Fund | 0.03% | — | May 2005 | |
| Putnam RetirementReady 2045 Fund | 0.03% | — | Oct 2004 | |
| Putnam RetirementReady 2065 Fund | 0.03% | — | Jan 2021 |
Highest-Yield Putnam Mutual funds
The top Putnam Mutual funds is PMVAX (13.58%).
Across the lineup, Putnam Mutual funds show an average dividend yield of 5.55%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Putnam Sustainable Future Fund | 13.58% | — | Nov 1999 | |
| Putnam International Capital Opportunities Fund | 12.67% | — | Dec 1995 | |
| Putnam Sustainable Leaders Fund | 10.76% | — | Aug 1990 | |
| Putnam Retirement Advantage 2045 Fund | 10.75% | — | Dec 2019 | |
| Putnam Retirement Advantage 2040 Fund | 10.61% | — | Dec 2019 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PSDYX vs. FTSMPSDYX vs. JPSTPSDYX vs. ICSHPSDYX vs. SPYPSDYX vs. PULSPARYX vs. FTSMPARYX vs. PSHYXPARYX vs. PEIYXPARYX vs. PMYYXPARYX vs. SNSAXPGSIX vs. ETVPGSIX vs. FSPGXPGSIX vs. FXAIXPGSIX vs. LMSMXPGSIX vs. EBABXPMOTX vs. SGOVPMOTX vs. SPYPMOTX vs. RBSIXPMOTX vs. SCFZXPMOTX vs. SIFFXPCONX vs. FCVSXPCONX vs. PBXIXPCONX vs. CNSDXPCONX vs. AVKPCONX vs. HICSXPDINX vs. RMUNXPDINX vs. AMZNPDINX vs. DCAIXPDINX vs. SUBFXPDINX vs. FSCOPINCX vs. BNDPINCX vs. FAGIXPINCX vs. VOOPINCX vs. TGLMXPINCX vs. SSASXPFLRX vs. FLRTPFLRX vs. SFHIXPFLRX vs. TFLRPFLRX vs. FLYRXPFLRX vs. XPTFXPGGIX vs. NUEPGGIX vs. DAIOXPGGIX vs. DFGBXPGGIX vs. GOBSXPGGIX vs. PEQSXPHYIX vs. PMYYXPHYIX vs. PGTYXPHYIX vs. PNOPXPHYIX vs. XILSXPHYIX vs. FHYSX