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PCINX Putnam Investors C

  • Fund
  • PCINX
  • Price as of: Jun 27, 2017
  • $23.55
  • - $0.16
  • - 0.68%
  • Category
  • Large Cap Blend Equities

PCINX - Profile

Vitals

  • YTD Return 6.9%
  • 3 Yr Annualized Return 7.3%
  • 5 Yr Annualized Return 14.0%
  • Net Assets $1.89 B
  • Holdings in Top 10 24.1%

52 WEEK LOW AND HIGH

$23.55
$19.63
$23.84

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.80%

SALES FEES

  • Front Load N/A
  • Deferred Load 1.00%

BROKERAGE FEES

  • Turnover 33.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

STANDARD (TAXABLE)

$0

IRA

N/A

Investment Themes

CATEGORY

Large Cap Blend Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Large Blend

Distributions

  • YTD Total Return 6.9%
  • 3 Yr Annualized Total Return 7.3%
  • 5 Yr Annualized Total Return 14.0%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.44%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name Putnam Investors Fund
  • Fund Family Name Putnam
  • Inception Date Jul 26, 1999
  • Shares Outstanding N/A
  • Share Class C
  • Currency USD
  • Domiciled Country United States
  • Manager Gerard P. Sullivan

PCINX - Performance

Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD 6.9% -92.6% 25.3% 58.00% 4
1 Yr 18.3% -51.7% 30.6% 13.91% 1
3 Yr 7.3% * -15.3% 16.8% 57.54% 3
5 Yr 14.0% * -2.0% 19.3% 50.05% 3
10 Yr 4.3% * -2.0% 10.5% 84.09% 5

* Annualized


Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
2016 10.8% -37.7% 186.3% 10.11% 1
2015 -4.1% -46.9% 11.2% 37.05% 3
2014 12.5% -51.7% 38.1% 10.80% 1
2013 33.3% -88.0% 42.8% 11.89% 1
2012 15.4% -100.0% 25.9% 13.76% 1

Total Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD 6.9% -92.6% 25.3% 57.88% 4
1 Yr 17.3% -52.5% 142.7% 22.56% 2
3 Yr 7.3% * -6.5% 57.6% 52.40% 3
5 Yr 14.0% * 0.0% 23.1% 45.00% 3
10 Yr 4.3% * -0.7% 12.7% 83.03% 5

* Annualized


Total Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
2016 10.8% -36.6% 190.6% 13.18% 1
2015 -3.2% -40.3% 20.1% 69.47% 4
2014 13.1% -24.8% 100.1% 49.92% 3
2013 34.9% -93.4% 1119.1% 70.64% 4
2012 16.4% -100.0% 282.8% 72.27% 4

NAV & Total Return History

PCINX - Holdings

Filings data as of: Mar 31, 2017

Concentration Analysis

PCINX Category Low Category High PCINX % Rank Quintile
Net Assets 1.89 B 9.87 K 575 B 9.33% 2
Number of Holdings 168 1 3780 8.99% 2
Net Assets in Top 10 453 M 13.1 K 85.3 B 10.29% 2
Weighting of Top 10 24.1% 2.2% 269.3% 21.87% 3

Top 10 Holdings

  1. Apple Inc 3.90%
  2. JPMorgan Chase & Co 3.80%
  3. Microsoft Corp 3.66%
  4. Johnson & Johnson 2.01%
  5. Alphabet Inc C 2.24%
  6. Cisco Systems Inc 1.73%
  7. Bank of America Corporation 2.05%
  8. Goldman Sachs Group Inc 1.60%
  9. Citigroup Inc 1.61%
  10. PepsiCo Inc 1.49%

Asset Allocation

Weighting Category Low Category High PCINX % Rank Quintile
Stocks
96.52% 0.00% 136.78% 14.72% 4
Cash
1.55% -114.79% 132.07% 17.41% 3
Other
1.38% -81.75% 100.00% 4.32% 1
Preferred Stocks
0.39% -0.34% 88.99% 2.09% 1
Convertible Bonds
0.17% 0.00% 78.34% 1.37% 1
Bonds
0.00% -38.55% 114.63% 7.18% 3

Stock Sector Breakdown

Weighting Category Low Category High PCINX % Rank Quintile
Technology
22.06% 0.00% 58.75% 4.61% 1
Financial Services
16.63% 0.00% 64.31% 12.69% 2
Healthcare
14.79% 0.00% 33.17% 9.44% 2
Industrials
9.43% -0.07% 37.01% 20.69% 4
Consumer Cyclical
8.62% 0.00% 47.61% 22.93% 4
Consumer Defense
7.32% 0.00% 55.08% 16.58% 3
Energy
6.15% -2.97% 26.02% 13.70% 3
Communication Services
4.21% -0.78% 17.25% 6.27% 2
Basic Materials
3.53% 0.00% 24.95% 10.89% 2
Real Estate
1.90% -29.98% 11.80% 11.10% 3
Utilities
1.88% -3.64% 32.10% 13.12% 3

Stock Geographic Breakdown

Weighting Category Low Category High PCINX % Rank Quintile
US
95.22% 0.00% 112.66% 12.88% 3
Non US
1.30% -1.33% 92.21% 19.35% 3

PCINX - Expenses

Operational Fees

PCINX Fees (% of AUM) Category Low Category High Rank in Category (%) Quintile
Expense Ratio 1.80% 0.02% 303.36% 10.31% 4
Management Fee 0.55% 0.00% 2.25% 3.80% 3
12b-1 Fee 1.00% 0.00% 1.00% 0.11% 5
Administrative Fee N/A 0.00% 0.45% N/A N/A

Sales Fees

PCINX Fees (% of AUM) Category Low Category High PCINX Rank Quintile
Front Load N/A 0.00% 5.75% N/A N/A
Deferred Load 1.00% 0.00% 5.00% 2.29% 2

Trading Fees

PCINX Fees (% of AUM) Category Low Category High PCINX Rank Quintile
Max Redemption Fee N/A 0.00% 2.00% N/A N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

PCINX Fees (% of AUM) Category Low Category High PCINX Rank Quintile
Turnover 33.00% 0.00% 1754.00% 11.46% 3

PCINX - Distributions

Dividend Yield Analysis

PCINX Category Low Category High PCINX % Rank Quintile
Dividend Yield 0.0% 0.00% 11.20% 70.26% 5

Dividend Distribution Analysis

PCINX Category Low Category High Category Mode
Dividend Distribution Frequency Annually Annually Monthly Annually

Dividend Payout History


Net Income Ratio Analysis

PCINX Category Low Category High PCINX % Rank Quintile
Net Income Ratio 0.44% -2.05% 3.78% 15.21% 4

Capital Gain Distribution Analysis

PCINX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Daily Annually

PCINX - Managers

Gerard P. Sullivan

Manager

Start Date

Jul 25, 2008

Tenure

8.85

Tenure Rank

4.5%

Mr. Sullivan is a Portfolio Manager of Putnam's U.S. multi-cap core and U.S. large-cap core equity strategies. He joined Putnam in 2008 and has been in the investment industry since 1982. Prior to joining Putnam, Mr. Sullivan was a Vice President, Portfolio Manager, at American Century from 2000 to 2008; a Senior Vice President, Portfolio Manager, at Franklin Templeton from 1998 to 1999; and a Senior Vice President, Portfolio Manager, at SunAmerica Asset Management from 1995 to 1998. He earned an M.B.A. from Columbia School of Management and a B.A. in Political Science from Columbia College.


Tenure Analysis

Category Low

0.0

Category High

81.6

Category Average

6.08

Category Mode

0.3