Michael J. Lima, CFA

Portfolio Manager, Analyst

Mr. Lima is a Portfolio Manager and an Analyst on the Credit Research team in the Fixed Income group. He is a Portfolio Manager of Putnam Money Market Fund, Putnam Short Duration Bond Fund, Putnam Ultra Short Duration Income Fund, and Putnam Short Term Investment Fund. As an Analyst, Mr. Lima is responsible for conducting fundamental analysis, developing insights on material sustainability issues, assessing valuations, and making buy/sell recommendations for companies in the global financials sector, which impact multiple fixed-income strategies. He has been in the investment industry since he joined Putnam in 1997. Mr. Lima is a member of the CFA Society Boston.

Mutual Funds

 Fact sheet Annual Semi annual
Money Market Fund
Short Duration Bond Fund
Overall Morningstar RatingTM among 550 funds in the Short-Term Bond category.
10-year Morningstar RatingTM among 331 funds in the Short-Term Bond category.
5-year Morningstar RatingTM among 489 funds in the Short-Term Bond category.
Ultra Short Duration Income Fund
3-year Morningstar RatingTM among 214 funds in the Ultrashort Bond category.

More from the Fixed Income team

Currency views

The first quarter was a challenging time for global financial markets.

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A look at leveraged loans and CLOs

A recent Active Insights podcast features a discussion of leveraged loans, and collateralized loan obligations (CLOs).

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U.S. recession ifs and whens

The U.S. will likely avoid a recession in 2022, in our view. That risk rises next year as the Fed raises rates and China decelerates.

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Munis after Q1 — and April — and 8 reasons why we are still constructive

While munis suffered a bad quarter to start 2022, brighter days may be ahead amid strong fundamentals.

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