PCVRX Mutual Fund

PCVRX Mutual Fund (Putnam Convertible Securities Fund Class R) is managed by Putnam Investments with $3.8M in net assets. PCVRX expense ratio is 1.26%, holding 116 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2003-12-01.

PCVRX performance shows a YTD return of 14.70%. The 1-year return is 17.66% and the 5-year return is 4.51%. PCVRX dividend yield stands at 0.80%, paid quarterly.

PCVRX 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 Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (2.3%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (2.3%). Go to all PCVRX holdings, PCVRX sectors, or PCVRX dividends.

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