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Morningstar

Putnam Intermediate-Term Muni Inc Y PIMYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 9.90  /  +0.01 %
  • Total Assets 31.7 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.65%
  • Effective Duration 5.50 years

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PIMYX

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

  • People Pillar

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

Strength in Putnam Intermediate-Term Muni Inc Y'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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PIMYX

More PIMYX 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