Morningstar

Putnam Short Duration Bond Fund Class C PARQX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $9.78  /  0.00
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.380%
  • Net Expense Ratio 1.370%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Short-Term Bond
  • Fixed-Income Style Box (Funds) —
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 3.16%
  • Average Effective Duration 1.84 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis PARQX

Will PARQX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PARQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PARQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PARQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Short Duration Bond C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PARQX

More PARQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3.875%

5.32 70M
Government

Putnam Fds Tr

3.93 52M
—

Franklin Ultra Short Bond ETF

2.59 34M
—

Goldman Sachs Group, Inc. 1.948%

1.13 15M
Corporate

Citigroup Inc. 4.45%

0.82 11M
Corporate

Berry Global Inc 1.65%

0.78 10M
Corporate

Boeing Co. 6.298%

0.77 10M
Corporate

Medline Borrower LP 3.875%

0.77 10M
Corporate

Autonation Inc 10/01/2026 Cpd

0.76 10M
Cash and Equivalents

AerCap Ireland Capital Designated Activity Co. / AerCap Global Aviation Tru

0.76 10M
Corporate

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