PINFX – Fund Analysis – Putnam Income R5 | Morningstar

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Will PINFX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PINFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Unique and difficult to use.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Putnam Income's complex, mortgage-focused portfolio is sensitive to securitized credit market swings and changes in mortgage prepayment speeds.

by Mike Mulach

Rated on Aug 29, 2023 Published on Aug 29, 2023

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