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  1. For class A and M shares, the current maximum initial sales charges are 5.75% and 3.50% for equity funds and 4.00% and 3.25% for income funds, respectively (with these exceptions: 2.25% for class A of Floating Rate Income Fund, Short-Term Municipal Income Fund, Short Duration Bond Fund, Strategic Intermediate Municipal Fund, and Fixed Income Absolute Return Fund).

  2. Aug 31, 2024 · 109 funds with an Overall Morningstar Rating™ of 4 or 5 stars as of 8/31/24*. Morningstar Ratings measure risk-adjusted returns. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) rating metrics.

  3. www.putnam.com. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [ 2 ] Putnam is currently a subsidiary of ...

  4. Putnam tops Barron’s Best Fund Families. Barron’s ranked Putnam #1 for 1- and 5-year performance and #5 for 10 years. The report highlights our focus on stock picking and consistent performance.* *Barron's list of Best Fund Families of 2023. Out of 49 firms (1 year), 47 firms (5 year), 46 firms (10 year).

  5. Founded in 1937, Putnam Investments is a global asset management firm with over 85 years of investment experience, serving individual and institutional investors worldwide from offices in Boston, London, Munich, Tokyo, Singapore, and Sydney. Putnam offers a broad spectrum of investment strategies and vehicles, including actively managed mutual ...

  6. May 6, 2021 · Putnam Investments managed assets worth $193 billion as of the end of March 2021, with $95 billion allocated to more than 100 mutual funds. The company operates in North America, Europe and Asia ...

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  8. Jul 21, 2023 · Putnam had assets worth $169 billion under its management as of the end of April 2023, of which mutual fund assets comprised $81 billion and institutional assets totaled $88 billion.

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