PEXTX Mutual Fund

NAV$7.86

Fund Essentials

Net Assets
$4M
Expense Ratio
0.64%
Dividend Yield (Current)
3.49%
Holdings
303
Inception Date
May 22, 2018
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.76%
1 Year+0.48%
3 Year+5.32%
5 Year+1.04%

Asset Allocation

Bonds: 99.82%
Other: 0.18%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
3.49%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PEXTX Mutual Fund Overview

PEXTX Mutual Fund (Putnam Tax Exempt Income Fund Class R6) is managed by Franklin Templeton Investments (US) with $3.6M in net assets. PEXTX expense ratio is 0.64%, holding 303 positions across various sectors. Inception date: 2018-05-22.

PEXTX performance shows a YTD return of 1.76%. The 1-year return is 0.48% and the 5-year return is 1.04%. PEXTX dividend yield stands at 3.49%, paid monthly.

PEXTX top holdings include a diversified portfolio. View all PEXTX holdings, sector breakdown, or dividend history.

PEXTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PEXTX alternatives are available via the screener, along with tax-loss harvesting opportunities.