PTECX Mutual Fund

NAV$7.86

Fund Essentials

Net Assets
$28M
Expense Ratio
1.67%
Dividend Yield (Current)
2.46%
Holdings
303
Inception Date
Jul 26, 1999
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+0.99%
1 Year-0.53%
3 Year+4.30%
5 Year+0.03%
10 Year+1.31%

Asset Allocation

Bonds: 99.82%
Other: 0.18%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 303 holdings for PTECX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.46%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how PTECX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

PTECX Mutual Fund Overview

PTECX Mutual Fund (Putnam Tax Exempt Income Fund Class C) is managed by Franklin Templeton Investments (US) with $28.3M in net assets. PTECX expense ratio is 1.67%, holding 303 positions across various sectors. Inception date: 1999-07-26.

PTECX performance shows a YTD return of 0.99%. The 1-year return is -0.53% and the 5-year return is 0.03%. PTECX dividend yield stands at 2.46%, paid monthly.

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

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