Investing Center Preview – Manage your investments and watch your net worth grow.


Putnam Short Duration Income Fund Class C – PSDLX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.030.00 (0.00%)10.02 - 10.050.0

Market data as of 6:05PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - PSDLX

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 Return0.23%
Yield (Trailing 12 Mo.)0.04%
Expense Ratio0.92%
Front LoadNone
Deferred Load1.00%
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception10/17/2011

Trailing Total Returns - PSDLX

as of 02/28/2015
TimeframePSDLXS&P 500Ultrashort Bond
1 Month0.10%5.75%0.16%
3 Month-0.01%2.31%0.01%
1 Year0.02%15.51%0.33%
3 Year0.26%18.00%0.85%
5 Year--16.18%1.12%
10 Year--7.99%1.95%
Since Inception0.23%10.71%--

Sector Allocation - PSDLX

as of 02/28/2015
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - PSDLX

as of 02/28/2015
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$2.22B
Total Stock Holdings0
Total Bond Holdings307

Top Ten Holdings - PSDLX

as of 02/28/2015
CompanyYTD Return% of Assets
Jp Morgan Chase Bk Na FRN--0.99%
Credit Suisse New York Branch FRN--0.95%
Station Pl Securitization Tr 144A FRN--0.91%
Station Pl Securitization Tr Se 144A FRN--0.91%
Citigroup FRN--0.89%
Abn Amro Bk Nv Mtn Sr Sb 144a 144A FRN--0.85%
Kroger FRN--0.84%
Banque Fed Du Cred Mutuel 144A FRN--0.82%
Westpac Bkg FRN--0.78%
Glencore Fdg 144A FRN--0.75%

Valuation & Growth - PSDLX

as of 02/28/2015
ValuationPSDLXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - PSDLX, 3 Year

Ratingvs Category
RiskBelow Avg
ReturnBelow Avg
Key:  Lo 

Tax Analysis - PSDLX, 3 Year Avg

Pretax Return0.26%
Tax-adjusted Return0.19%
Tax Cost Ratio0.06%
Potential Cap Gains-0.03%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.