PCONX Mutual Fund

PCONX Mutual Fund (Putnam Convertible Securities Fund Class A) is managed by Putnam Investments with $380.0M in net assets. PCONX expense ratio is 1.01%, holding 126 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1972-06-29.

PCONX performance shows a YTD return of 5.34%. The 1-year return is 4.18% and the 5-year return is 3.24%. PCONX dividend yield stands at 0.65%, paid quarterly.

PCONX top holdings include Lumentum Holdings Inc Sr Unsecured 03/32 0.375 (2.7%), The Boeing Co., Preferred 6.00% (2.4%), Putnam Short Term Investment Fund (2.3%), Alphabet Ser A Pc 6.25% 5/29 (2.3%), Alphabet Inc Public Usd (2.3%). Go to all PCONX holdings, PCONX sectors, or PCONX dividends.

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