Putnam Investments has made meaningful improvements in recent years, but it continues to search for its footing, warranting an Average Parent rating.
Putnam
Putnam Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
70.94 BilInvestment Flows (TTM)
−7.56 BilAsset Growth Rate (TTM)
−9.17%# of Share Classes
411
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 37 | |
| 129 | |
| 113 | |
| 67 | |
| 43 | |
| Not Rated | 22 |
0%
25
50
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Putnam Large Cap Value A | 11 | |
| Putnam Retirement Advantage 2055 A | — | |
| Putnam Retirement Advantage 2060 A | — | |
| Putnam Retirement Advantage 2050 A | — | |
| Putnam Strategic Intermediate Muncpl Y | 2 |
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Quick Definitions: Key Morningstar Terms
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Morningstar Analyst Rating for Funds™
The Morningstar Analyst Rating` for funds is a forward-looking, qualitative rating. It helps investors find funds most likely to outperform their peers over a full market cycle.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.