Morningstar

Putnam Convertible Securities Fund Class Y PCGYX

Medalist Rating as of Jul 27, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks current income and capital appreciation; its secondary objective is conservation of capital. The fund invests mainly in convertible securities of U.S. companies. Convertible securities combine the investment characteristics of bonds and common stocks. Under normal circumstances, it invests at least 80% of the fund's net assets in convertible securities. Convertible securities include bonds, preferred stocks and other instruments that can be converted into or exchanged for common stock or equivalent value. A significant portion of the convertible securities are below-investment-grade.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCGYX	Putnam Convertible Securities Fund Class Y	Institutional	Open			Dec 30, 1998	$124.27M	0.760%	Average	$0	−$17.39M
PCNIX	Putnam Convertible Securities Fund Class I	Institutional	Open			Mar 3, 2015	$24,119.00	0.680%	Low	$5M	−$839.68
PCONX	Putnam Convertible Securities Fund Class A	Front Load	Open			Jun 29, 1972	$361.02M	1.010%	Below Average	$0	−$30.64M
PRCCX	Putnam Convertible Securities Fund Class C	Level Load	Open			Jul 26, 1999	$4.31M	1.770%	Average	$0	−$1.25M
PCNTX	Putnam Convertible Securities Fund Class R6 Shares	Retirement, Large	Open			May 22, 2018	$18.32M	0.710%	Above Average	$0	−$1.98M
PCVRX	Putnam Convertible Securities Fund Class R	Retirement, Medium	Open			Dec 1, 2003	$2.32M	1.260%	Average	$0	−$408,486.60

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