Putnam Investment Options
Explore our portfolio information to find funds that can help you pursue your goals for growth, income, or reduced volatility.
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- Absolute Return
- Asset Allocation
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- Target Date
Morningstar Ratings (5-year)
Annualized Returns (before sales charge)between
- Annualized Returns as of 09/30/17
- Cumulative Returns as of 09/30/17
- Volatility & Risk (A and Y shares only)
- Morningstar Ratings
- Lipper Rankings
- Up-market Capture Ratio (A and Y shares only)
- Down-market Capture Ratio (A and Y shares only)
- Information Ratio (A and Y shares only)
- Before sales charge
- After sales charge
Please note: B Shares are closed to new investors
‡ As of May 8, 2017, Putnam High Yield Advantage Fund was renamed to Putnam High Yield Fund.
Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most recent month-end performance, visit putnam.com.
Performance assumes reinvestment of distributions and does not account for taxes. Returns before sales charge do not reflect the current maximum sales charges as indicated below. Had the sales charge been reflected, returns would be lower. Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75% and 3.50% for equity funds and Putnam Absolute Return 500 Fund and 700 Fund, and 4.00% and 3.25% for income funds (1.00% and 0.75% for Putnam Floating Rate Income Fund and Putnam Absolute Return 100 Fund and 300 Fund), respectively. Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5% in the first year, declining to 1% in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, which is 3% in the first year, declining to 1% in the fourth year, and is eliminated thereafter). Class C shares reflect a 1% CDSC the first year that is eliminated thereafter. Performance for class B, C, M, R, T, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax-Free High Yield Fund and Putnam AMT-Free Municipal Fund, which are based on the historical performance of class B shares). Performance for Class R5/R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher. Class A, M, and T shares of Putnam money market funds have no initial sales charge. For a portion of the periods, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.