PSLBX Mutual Fund

PSLBX Mutual Fund

NAV$11.18
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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: 88.91%
Other: 11.09%
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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

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. Go to all PSLBX holdings, PSLBX sectors, or PSLBX dividends.

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