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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Putnam Investors Fund

PCINX |

-

$2.05 B

-

1.79%

Vitals

YTD Return

N/A

1 yr return

15.8%

3 Yr Avg Return

8.9%

5 Yr Avg Return

11.7%

Net Assets

$2.05 B

Holdings in Top 10

24.8%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.79%

SALES FEES

Front Load N/A

Deferred Load 1.00%

TRADING FEES

Turnover 52.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$0

IRA

N/A

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Putnam Investors Fund

PCINX |

-

$2.05 B

-

1.79%

PCINX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 8.9%
  • 5 Yr Annualized Total Return 11.7%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.49%
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

PCINX - Performance

Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -12.2% 38.3% N/A
1 Yr 15.8% -59.9% 37.0% N/A
3 Yr 8.9%* -32.1% 22.7% N/A
5 Yr 11.7%* -22.8% 13.1% N/A
10 Yr 8.0%* -6.4% 14.4% N/A

* Annualized

Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.0% 16.7% N/A
2022 N/A -32.8% 34.8% N/A
2021 N/A -28.0% 20.8% N/A
2020 N/A -46.9% 5.7% N/A
2019 N/A -24.8% 53.8% N/A

Total Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -12.2% 38.3% N/A
1 Yr 14.8% -59.9% 37.8% N/A
3 Yr 8.9%* -32.1% 23.2% N/A
5 Yr 11.7%* -21.3% 14.1% N/A
10 Yr 8.0%* -3.0% 18.7% N/A

* Annualized

Total Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -67.0% 17.4% N/A
2022 N/A -22.1% 34.8% N/A
2021 N/A -14.7% 21.8% N/A
2020 N/A -23.7% 7.0% N/A
2019 N/A -24.8% 56.3% N/A

PCINX - Holdings

Concentration Analysis

PCINX Category Low Category High PCINX % Rank
Net Assets 2.05 B 1.75 M 814 B N/A
Number of Holdings 148 10 3601 N/A
Net Assets in Top 10 507 M -972 M 134 B N/A
Weighting of Top 10 24.81% 2.4% 441.5% N/A

Top 10 Holdings

  1. Microsoft Corp 4.67%
  2. Apple Inc 4.09%
  3. JPMorgan Chase & Co 3.30%
  4. Bank of America Corporation 2.36%
  5. Cisco Systems Inc 2.02%
  6. Alphabet Inc C 1.81%
  7. Citigroup Inc 1.67%
  8. Goldman Sachs Group Inc 1.67%
  9. Amazon.com Inc 1.64%
  10. Boeing Co 1.58%

Asset Allocation

Weighting Return Low Return High PCINX % Rank
Stocks 		97.87% -1.61% 163.34% N/A
Cash 		1.49% -113.33% 79.66% N/A
Other 		0.47% -21.65% 22.51% N/A
Preferred Stocks 		0.18% -0.31% 6.86% N/A
Convertible Bonds 		0.00% 0.00% 3.11% N/A
Bonds 		0.00% -49.90% 111.17% N/A

Stock Sector Breakdown

Weighting Return Low Return High PCINX % Rank
Technology 		22.80% 0.00% 62.21% N/A
Financial Services 		18.34% 0.00% 54.06% N/A
Healthcare 		12.05% 0.00% 27.42% N/A
Consumer Cyclical 		11.73% -14.17% 32.44% N/A
Industrials 		9.48% 0.00% 36.25% N/A
Consumer Defense 		7.04% 0.00% 64.11% N/A
Energy 		6.37% 0.00% 98.96% N/A
Basic Materials 		3.15% 0.00% 25.02% N/A
Communication Services 		2.99% 0.00% 14.58% N/A
Utilities 		2.16% 0.00% 21.16% N/A
Real Estate 		1.67% -0.05% 95.70% N/A

Stock Geographic Breakdown

Weighting Return Low Return High PCINX % Rank
US 		93.77% -1.61% 160.73% N/A
Non US 		4.10% 0.00% 92.97% N/A

PCINX - Expenses

Operational Fees

PCINX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.79% 0.00% 39.68% N/A
Management Fee 0.56% 0.00% 1.50% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.00% 0.85% N/A

Sales Fees

PCINX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 1.00% 5.75% N/A
Deferred Load 1.00% 0.95% 5.00% N/A

Trading Fees

PCINX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.15% 2.00% N/A

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 Return Low Category Return High Rank in Category (%)
Turnover 52.00% 0.00% 836.00% N/A

PCINX - Distributions

Dividend Yield Analysis

PCINX Category Low Category High PCINX % Rank
Dividend Yield 0.00% 0.00% 0.09% N/A

Dividend Distribution Analysis

PCINX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Quarterly Annually

Net Income Ratio Analysis

PCINX Category Low Category High PCINX % Rank
Net Income Ratio 0.49% -1.49% 3.90% N/A

Capital Gain Distribution Analysis

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

Distributions History

View More +

PCINX - Fund Manager Analysis

Tenure Analysis

Category Low Category High Category Average Category Mode
0.0 83.67 6.97 3.79

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