Skip to Content
Morningstar

Putnam Intermediate-Term Muni Inc R6 PIMRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 9.89  /  +0.02 %
  • Total Assets 31.6 Mil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.73%
  • Effective Duration 5.50 years

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PIMRX

Will PIMRX outperform in 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 PIMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PIMRX 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 PIMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Putnam Intermediate-Term Muni Inc R6's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PIMRX

More PIMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

5.07 1.6 Mil
Cash and Equivalents

NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 5%

2.50 795,850
municipal

COLORADO ST ED LN PROG 4%

2.36 750,660
Cash and Equivalents

NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY HSG REV 3.4%

2.33 741,954
municipal

CALIFORNIA CNTY CALIF TOB SECURITIZATION AGY TOB SETTLEMENT REV 5%

2.18 693,284
municipal

PORT AUTH N Y & N J 5%

2.15 683,762
municipal

TEXAS ST 3%

2.00 635,515
municipal

AUSTIN TEX ARPT SYS REV 5%

1.77 563,233
municipal

YUBA CALIF CMNTY COLLEGE DIST 3%

1.75 555,676
municipal

PORT SEATTLE WASH REV 5%

1.71 542,918
municipal