PARTX Mutual Fund

PARTX Mutual Fund (Putnam Short Duration Bond Fund Class A) is managed by Franklin Templeton Investments (US) with $344.1M in net assets. PARTX expense ratio is 0.63%, holding 528 positions across sectors including Communication Services, Utilities, Consumer Discretionary. Inception date: 2008-12-23.

PARTX performance shows a YTD return of 1.01%. The 1-year return is 3.41% and the 5-year return is 2.57%. PARTX dividend yield stands at 3.85%, paid monthly.

PARTX top holdings include Us 2Yr Note (Cbt) Mar26 Tuh6 (12.1%), Us Treasury N/B 03.8750 05/31/2027 (5.3%), EXCHANGE TRADED FUND (2.6%), Banco Santander Sa USD 01.7220 09/14/2027 (1.4%), Goldman Sachs Group Inc 01.9480 10/21/2027 (1.1%). Go to all PARTX holdings, PARTX sectors, or PARTX dividends.

PARTX can be compared against other funds. Use PARTX overlap to find shared positions, or PARTX vs another fund for a side-by-side view. PARTX alternatives are available via the screener, along with tax-loss harvesting opportunities.