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Putnam Mortgage Securities B PGSBX

Analyst rating as of
NAV / 1-Day Return
12.33  /  0.41 %
Total Assets
752.8 Mil
Adj. Expense Ratio
1.500%
Expense Ratio
1.500%
Fee Level
Below Average
Longest Manager Tenure
13.18 years
Category
US Fund Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
0
Status
Closed
TTM Yield
3.54%
Effective Duration
1.80 years
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Morningstar’s Analysis

Will PGSBX outperform in future?

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

Putnam Mortgage Securities Underperforms During Meltdown; Ratings Unchanged

Senior Analyst

Analyst Note

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From Feb. 20 through March 27, 2020, Putnam Mortgage Securities’ 10.7% loss underperformed its intermediate core-plus bond Morningstar Category median and its Bloomberg Barclays U.S. MBS Index benchmark by more than 7 and 12 percentage points, respectively.

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