Skip to Content

Putnam Mortgage Securities B PGSBX

Analyst rating as of
NAV / 1-Day Return
10.44  /  0.77 %
Total Assets
549.1 Mil
Adj. Expense Ratio
1.640%
Expense Ratio
1.640%
Fee Level
Above Average
Longest Manager Tenure
14.76 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
0
Status
Closed
TTM Yield
3.91%
Effective Duration
5.69 years

Morningstar’s Analysis

Will PGSBX 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

| |

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.

Unlock our full analysis with Morningstar Investor