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 Financials, Industrials, Utilities. Inception date: 2008-12-23.

PARTX performance shows a YTD return of 1.22%. The 1-year return is 2.75% and the 5-year return is 2.53%. PARTX dividend yield stands at 3.85%, paid monthly.

PARTX top holdings include Cash and Cash Equivalents (9.3%), Us Treasury N/B 05/27 3.875 (5.0%), Putnam Short Term Investment Fund (2.5%), EXCHANGE TRADED FUND (2.4%), Banco Santander Sa (Usd) Variable Rate, Callable 1.722% Sep 14, 2027 (1.4%). 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.