PSLBX Mutual Fund

NAV$11.18

Fund Essentials

Net Assets
$2M
Expense Ratio
1.93%
Dividend Yield (Current)
-
Holdings
120
Inception Date
May 3, 1999
Fund Family
Putnam Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.61%
1 Year+19.12%
3 Year+6.08%
5 Year+13.09%
10 Year+6.96%

Asset Allocation

Stocks: 89.79%
Other: 10.22%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Frequency
Annually
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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PSLBX Mutual Fund Overview

PSLBX Mutual Fund (Putnam Small Cap Value Fund Class B) is managed by Putnam Investments with $1.7M in net assets. PSLBX expense ratio is 1.93%, holding 120 positions across various sectors. Inception date: 1999-05-03.

PSLBX performance shows a YTD return of 7.61%. The 1-year return is 19.12% and the 5-year return is 13.09%.

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

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