POTYX Mutual Fund

POTYX Mutual Fund

NAV$8.40
See how much of POTYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials

Net Assets
-
Expense Ratio
0.63%
Dividend Yield (Current)
3.31%
Holdings
92
Inception Date
Jan 2, 2008
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+3.36%
1 Year+3.92%
3 Year+5.52%
5 Year+1.15%
10 Year+2.10%

Asset Allocation

Bonds: 98.95%
Other: 1.49%
See how much of POTYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Dividend Summary

View Details →
Dividend Yield (Current)
3.31%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

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

POTYX Mutual Fund Overview

POTYX Mutual Fund (Putnam Ohio Tax Exempt Income Fund Class Y) is managed by Franklin Templeton Investments (US). POTYX expense ratio is 0.63%, holding 92 positions across various sectors. Inception date: 2008-01-02.

POTYX performance shows a YTD return of 3.36%. The 1-year return is 3.92% and the 5-year return is 1.15%. POTYX dividend yield stands at 3.31%, paid monthly.

POTYX top holdings include a diversified portfolio. Go to all POTYX holdings, POTYX sectors, or POTYX dividends.

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