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Putnam Mortgage Securities B PGSBX

Analyst rating as of
NAV / 1-Day Return
9.80  /  0.93 %
Total Assets
467.9 Mil
Adj. Expense Ratio
1.640%
Expense Ratio
1.640%
Fee Level
Above Average
Longest Manager Tenure
15.17 years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
High / Moderate
Min. Initial Investment
0
Status
Closed
TTM Yield
4.29%
Effective Duration
5.43 years

Morningstar’s Fund Analysis PGSBX

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

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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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