PTBEX Mutual Fund

NAV$7.92

Fund Essentials

Net Assets
-
Expense Ratio
1.54%
Dividend Yield (Current)
2.35%
Holdings
303
Inception Date
Jan 4, 1993
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+2.14%
1 Year+7.30%
3 Year-1.37%
5 Year+0.28%
10 Year+1.62%

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)
2.35%
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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PTBEX Mutual Fund Overview

PTBEX Mutual Fund (Putnam Tax Exempt Income Fund Class B Shares) is managed by Franklin Templeton Investments (US). PTBEX expense ratio is 1.54%, holding 303 positions across various sectors. Inception date: 1993-01-04.

PTBEX performance shows a YTD return of 2.14%. The 1-year return is 7.30% and the 5-year return is 0.28%. PTBEX dividend yield stands at 2.35%, paid monthly.

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

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