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Putnam Short Duration Income Fund Class Y – PSDYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.050.00 (0.00%)10.02 - 10.050.0

Market data as of 12:00AM 07/25/16. Quotes are delayed by at least 15 min.

Overview - PSDYX

The investment seeks as high a rate of current income as the advisor believes is consistent with preservation of capital and maintenance of liquidity. The fund invests in a diversified portfolio of fixed income securities comprised of short duration, investment-grade money market and other fixed income securities. Under normal circumstances, the effective duration of the fund's portfolio will generally not be greater than one year.

Growth of $10,000 (10 Years)

Total Return0.71%
Yield (Trailing 12 Mo.)0.71%
Expense Ratio0.44%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure5 Years
Fund Inception10/17/2011

Trailing Total Returns - PSDYX

as of 06/30/2016
TimeframePSDYXS&P 500Ultrashort Bond
1 Month0.07%0.26%0.12%
3 Month0.32%2.46%0.49%
1 Year0.73%3.99%0.54%
3 Year0.68%11.66%0.56%
5 Year--12.10%0.73%
10 Year--7.42%1.62%
Since Inception0.71%10.45%--

Sector Allocation - PSDYX

as of 06/30/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - PSDYX

as of 06/30/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$3.13B
Total Stock Holdings0
Total Bond Holdings236

Bond Credit Quality - PSDYX

as of 06/30/2016
Below B0.00%
Not Rated1.09%

Top Ten Holdings - PSDYX

as of 06/30/2016
CompanyYTD Return% of Assets
Huntington Natl Bk FRN--1.00%
Ml Mtg Inv Tr 2006-Ff1 FRN--0.81%
Credit Agricole S A 144a 144A FRN--0.75%
Bmo Bk Of Montreal FRN--0.74%
Cwabs Inc 2005-2 FRN--0.72%
Disney Walt Co Mtns Be FRN--0.61%
Amgen FRN--0.61%
Amer Honda Fin Corp Mtn FRN--0.61%
Shell Intl Fin Bv FRN--0.61%
Ford Motor Credit Co FRN--0.60%

Valuation & Growth - PSDYX

as of 06/30/2016
ValuationPSDYXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - PSDYX, 3 Year

Rate Sensitivity
Ratingvs Category
Key:  Lo 

Tax Analysis - PSDYX, 3 Year Avg

Pretax Return0.68%
Tax-adjusted Return0.40%
Tax Cost Ratio0.28%
Potential Cap Gains-0.04%

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