PGSIX Mutual Fund

PGSIX Mutual Fund

NAV$7.91
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Fund Essentials - as of Mar 31, 2026

Net Assets
$782M
Expense Ratio
0.92%
Dividend Yield (Current)
5.05%
Holdings
458
Inception Date
Feb 8, 1984
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+1.91%
1 Year+7.04%
3 Year+6.69%
5 Year+1.18%
10 Year+1.58%

Asset Allocation

Stocks: 1.68%
Bonds: 93.13%
Other: 5.19%
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Top Holdings

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TickerNameWeight
-Federal National Mortgage Association Fnma-30Yr 2050-04-0128.59%
-Umbs 30Yr 6% 04/01/2053 #Tba22.15%
-Fnma Tba 30 Yr 6.518.47%
-Federal National Mortgage Association Fnma-30Yr15.63%
PSDTXPutnam Short Term Investment Fund13.83%
Top 10 Concentration: 128.77%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.05%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PGSIX Mutual Fund Overview

PGSIX Mutual Fund (Putnam Mortgage Securities Fund Class A) is managed by Franklin Templeton Investments (US) with $782.0M in net assets. PGSIX expense ratio is 0.92%, holding 458 positions across sectors including Financials, Energy, Real Estate. Inception date: 1984-02-08.

PGSIX performance shows a YTD return of 1.91%. The 1-year return is 7.04% and the 5-year return is 1.18%. PGSIX dividend yield stands at 5.05%, paid monthly.

PGSIX top holdings include Federal National Mortgage Association Fnma-30Yr 2050-04-01 (28.6%), Umbs 30Yr 6% 04/01/2053 #Tba (22.1%), Fnma Tba 30 Yr 6.5 (18.5%), Federal National Mortgage Association Fnma-30Yr (15.6%), Putnam Short Term Investment Fund (13.8%). Go to all PGSIX holdings, PGSIX sectors, or PGSIX dividends.

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