LinkedIn allows you to select who can see your connections.

Learn more

By making your connections visible:

  • Your connections can see your network and ask for introductions
  • You can ask your connections for introductions
  • You can fully participate in the LinkedIn social ecosystem and continually build your network

Decide who you want to connect with on LinkedIn:

  • Your shared connections are always visible, no matter what setting you choose
  • Consider removing some connections if you don't want them to see your network.
Log in Register About Putnam Contact us
Putnam Investments Financial Advisor
  • Login
  • Register
  • About Putnam
  • Contact us
Putnam Investments Financial Advisor
  • Products
    • Mutual funds
    • 4- and 5-star funds
    • Non-U.S. funds
    • Closed-end funds
    • Annuities
    • Multi-Asset Model Portfolios
    • Managed accounts
    • Education accounts
    • Custom indexes
    • Retirement accounts
    • Fund commentaries
    • Portfolio manager bios
    • Pricing and performance
    • Prospectuses / fund documents
    • Tax information
    • Historical pricing
    • Pricing policies
    • 529 for America™ daily pricing
    • Distribution rates
    • FundVisualizer®
  • Perspectives
    • Active Insights
    • Active Voice
    • Capital Markets Outlook
    • Fixed Income Outlook
    • Equity Outlook
    • White papers
    • Infographics
    • Weekly Economic Update
    • Webcasts
  • How we invest
    • Absolute ReturnAsset Allocation
    • Equity Income Fund
    • George Putnam Balanced Fund
    • Growth Opportunities Fund
    • Manager commentary
    • Multi-sector income
    • PanAgora core and diversifiers
    • Sustainable investing
    • Tax-free income
    • Saving for college
    • Saving for retirement
  • Tools
    • FundVisualizer®
    • TargetDateVisualizer™
    • Tax-Equivalent Yield Calculator
    • Order literature
    • CD vs. municipal bond calculator
    • Forms
  • Business building
    • Ideas for wealth management
    • Prospecting to women
    • Social media
    • Advisor Tech Tips
    • Continuing education
    • Portfolio Solutions
    • Order literature
    • Investor education
    • Client seminars
  • Commitment to advisors
  • Accounts
Investment options
  • Mutual funds
  • Non-U.S. funds
  • Closed-end funds
  • Annuities
  • Multi-Asset Model Portfolios
  • Managed accounts
  • Education accounts
  • Custom indexes
  • Retirement accounts
Resources
  • Fund commentaries
  • Portfolio manager bios
  • Pricing and performance
  • Prospectuses / fund documents
  • Tax information
  • 4- and 5-star funds
  • Historical pricing
  • Pricing policies
  • 529 for America™ daily pricing
  • Distribution rates
Featured product
Putnam Growth Opportunities Fund

Overall Morningstar Rating™

as of 01/31/21

See our thematic approach

Latest perspective

New York confident about recovery

New York leaders are confident about the state's economic recovery.

New York confident about recovery
See all Perspectives posts

Active Insights

Chris Galipeau, Senior Market Strategist, offers research-driven insights to help you position portfolios.

Learn more

Active Voice

A platform for new ideas and insights on public policy and financial sector issues

Learn more

Markets and economy

  • Capital Markets Outlook
  • Fixed Income Outlook
  • Equity Outlook
  • White papers
  • Infographics
  • Weekly Economic Update
  • Webcasts

Help clients maneuver in markets

  • Absolute Return
  • Asset Allocation
  • Equity Income Fund
  • George Putnam Balanced Fund
  • Growth Opportunities Fund
  • Manager commentary
  • Multi-sector income
  • PanAgora core and diversifiers
  • Sustainable investing
  • Tax-free income
Quarterly manager commentary

Watch portfolio managers share their insights and find quarterly commentary on key funds.

Watch video

More ideas for your clients

  • Saving for college
  • Saving for retirement

FundVisualizer®

View and compare over 30,000 funds, ETFs, and indexes. Create presentations. Free for advisors.

  • Launch FundVisualizer
  • Watch tutorials on how to get started

TargetDateVisualizer™

This innovative tool helps plan sponsors compare glide paths to select a target-date strategy.

Visualize target date funds

Tools and calculators

  • Tax-Equivalent Yield Calculator
  • Order literature
  • CD vs. municipal bond calculator
See all tools

Frequently requested forms

  • Mutual Fund Account Application (PDF)
  • Designation of Beneficiary (PDF)
  • IRA forms and applications
See all forms

Ideas for wealth management

Top questions from advisors about taxes

Advisors are fielding many questions about taxes and the outlook for tax increases under the new administration.

Top questions from advisors about taxes
See all Wealth Management posts

Resources for your business

  • Prospecting to women
  • Social media
  • Advisor Tech Tips
  • Continuing education
  • Portfolio Solutions

Resources for your clients

  • Order literature
  • Investor education
  • Client seminars

Why log in?

Login to access and manage your client information through Putnam's Daily Statement view or DST Vision.

Help logging in

For login assistance, please call support services at

 1-800-354-2228

We're sorry. Account access is temporarily unavailable due to scheduled maintenance.

If you need assistance, please call 1-800-354-2228 during normal business hours: Monday - Friday, 8:00 a.m. - 8:00 p.m. Eastern Time.

Products
  • Annuities
  • Closed-end funds
  • College savings
  • Managed accounts
  • Model portfolios
  • Mutual funds
  • Retirement plans/DCIO
Insights
  • Advisor Tech Tips
  • Market Outlooks
  • Perspectives
  • Wealth Management
  • White papers
Research tools
  • FundVisualizer®
    [Advisor-only]
  • Muni bond advantage
  • PlanVisualizer™
    [Advisor-only]
  • TargetDateVisualizer™
    [Advisor-only]
  • Tax-equivalent yield calculator
Investment strategies
  • 4- and 5-star funds
  • How we invest
Account support
  • Advisor accounts
  • Client reporting
  • Contact Putnam
  • Daily Statement
  • DST Vision
  • Forms and applications
  • Tax center
About Putnam
  • Careers
  • Contact us
  • Newsroom
  • Site map
  • Sustainability at Putnam

BY USING THIS SITE, YOU ACKNOWLEDGE AND AGREE TO THE FOLLOWING DISCLAIMER AND TERMS AND CONDITIONS:

The third-party information accessible through this site was prepared by, and is the sole responsibility of, independent providers who are not affiliated with Putnam. Putnam has not reviewed the information and does not warrant that the information is accurate, complete, or timely.

You further acknowledge and agree that (1) any security mentioned by a third party reflects the independent opinion of the third party, (2) any such third-party data or opinion is provided for your information only, and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation by Putnam, (3) any information you receive may not be considered legal, tax, or investment advice provided by Putnam, and (4) Putnam is not liable for any loss or damages resulting from your use of this information.

By clicking on links to third-party sites, or using social media sharing tools, you will leave this Putnam Retail Management hosted property. Putnam Investments is not responsible for the content or services offered on linked websites. Use linked websites at your own risk. Carefully review the site's terms of service and privacy rules as they apply to you. Opinions or recommendations on any linked websites are those of independent providers and do not imply a recommendation from Putnam Investments, which is not responsible for inaccuracies or errors.

For informational purposes only. Not an investment recommendation.

Privacy Statement

Putnam funds may, at times, invest in the Putnam Cash Collateral Pool, LLC. View more information about this fund.

Your clients should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, call the Putnam Client Engagement Center at 1-800-354-4000 or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.

If you are having difficulty using this website or you would like more information about Putnam products, please call Putnam Investments at 1-800-362-6061.

FOR DEALER USE ONLY. This material is prepared for dealer information only. It may not be reproduced, shown, or otherwise communicated to members of the public nor used in written form as sales literature.

© 2021 Putnam Retail Management, a member of FINRA and SIPC