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Putnam Mortgage Securities R PGVRX

Analyst rating as of
NAV / 1-Day Return
9.70  /  0.21 %
Total Assets
481.7 Mil
Adj. Expense Ratio
1.170%
Expense Ratio
1.140%
Distribution Fee Level
High
Share Class Type
Retirement, Medium
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
0
Status
Open
TTM Yield
4.90%
Effective Duration
5.43 years

Morningstar’s Analysis PGVRX

Will PGVRX outperform in future?

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

An aggressive and complex approach to mortgages.

Senior Analyst

Summary

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Putnam Mortgage Securities continues to earn Morningstar Analyst Ratings of Neutral across most share classes and Negative for its more expensive B and C shares as its aggressive exposure to mortgage credit risk and complex portfolio has its vulnerabilities.

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