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PCINX Putnam Investors C

  • Fund
  • PCINX
  • Price as of: Jan 19, 2018
  • $28.30
  • + $0.16
  • + 0.57%
  • Category
  • Large Cap Blend Equities

PCINX - Profile

Vitals

  • YTD Return 5.8%
  • 3 Yr Annualized Return 9.5%
  • 5 Yr Annualized Return 14.7%
  • Net Assets $2.09 B
  • Holdings in Top 10 23.6%

52 WEEK LOW AND HIGH

$28.30
$22.37
$28.30

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.79%

SALES FEES

  • Front Load N/A
  • Deferred Load 1.00%

BROKERAGE FEES

  • Turnover 52.00%

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 5.8%
  • 3 Yr Annualized Total Return 9.5%
  • 5 Yr Annualized Total Return 14.7%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.49%
DIVIDENDS
  • Dividend Yield 0.1%
  • 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 5.8% -92.6% 20.5% 16.89% 1
1 Yr 21.9% -51.7% 39.7% 21.08% 2
3 Yr 9.5% * -25.6% 51.5% 48.95% 3
5 Yr 14.7% * -17.0% 34.1% 38.29% 2
10 Yr 7.1% * -9.0% 15.2% 55.29% 3

* Annualized


Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 21.5% -37.7% 34.8% 3.50% 1
2016 10.8% -41.8% 186.3% 10.13% 1
2015 -4.1% -51.7% 38.1% 40.59% 3
2014 12.5% -31.3% 42.8% 13.46% 1
2013 33.3% -88.0% 41.8% 11.46% 1

Total Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
YTD 5.8% -92.6% 20.5% 16.85% 1
1 Yr 20.9% -52.5% 142.7% 31.21% 2
3 Yr 9.5% * -15.1% 57.6% 43.09% 3
5 Yr 14.7% * -0.4% 40.3% 33.21% 2
10 Yr 7.1% * 0.6% 28.5% 52.72% 3

* Annualized


Total Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%) Quintile
2017 21.5% -36.6% 34.8% 3.50% 1
2016 10.8% -27.9% 190.6% 14.57% 1
2015 -3.2% -40.3% 100.1% 71.17% 4
2014 13.1% -24.8% 1119.1% 51.16% 3
2013 34.9% -93.4% 176.6% 68.19% 4

NAV & Total Return History

PCINX - Holdings

Filings data as of: Sep 30, 2017

Concentration Analysis

PCINX Category Low Category High PCINX % Rank Quintile
Net Assets 2.09 B 9.87 K 663 B 9.19% 2
Number of Holdings 152 1 3780 10.58% 3
Net Assets in Top 10 465 M 13.1 K 106 B 10.65% 2
Weighting of Top 10 23.6% 2.3% 269.3% 23.45% 4

Top 10 Holdings

  1. Apple Inc 3.95%
  2. JPMorgan Chase & Co 3.42%
  3. Microsoft Corp 3.96%
  4. Johnson & Johnson 1.68%
  5. Alphabet Inc C 1.75%
  6. Cisco Systems Inc 1.64%
  7. Bank of America Corporation 2.16%
  8. Goldman Sachs Group Inc 1.63%
  9. Citigroup Inc 1.87%
  10. Facebook Inc A 1.59%

Asset Allocation

Weighting Category Low Category High PCINX % Rank Quintile
Stocks
97.15% 0.00% 153.03% 13.42% 3
Cash
1.43% -113.33% 132.07% 17.05% 3
Other
1.00% -81.75% 100.00% 5.11% 1
Preferred Stocks
0.41% -0.40% 88.99% 2.66% 1
Convertible Bonds
0.00% 0.00% 83.50% 2.16% 3
Bonds
0.00% -54.50% 111.13% 7.25% 3

Stock Sector Breakdown

Weighting Category Low Category High PCINX % Rank Quintile
Technology
22.36% 0.00% 41.09% 5.48% 1
Financial Services
17.14% 0.00% 92.46% 12.40% 2
Healthcare
14.04% 0.00% 43.34% 12.11% 3
Consumer Cyclical
10.75% 0.00% 47.61% 16.65% 3
Industrials
10.02% 0.00% 34.84% 17.66% 4
Consumer Defense
6.66% 0.00% 47.38% 18.96% 4
Energy
5.77% -3.37% 23.05% 14.13% 3
Communication Services
3.77% -0.78% 19.06% 7.93% 2
Basic Materials
2.72% -0.88% 41.24% 15.07% 3
Utilities
2.00% -1.65% 32.10% 13.12% 3
Real Estate
1.93% -35.07% 11.80% 11.97% 3

Stock Geographic Breakdown

Weighting Category Low Category High PCINX % Rank Quintile
US
93.49% 0.00% 103.08% 16.12% 3
Non US
3.66% -1.33% 88.14% 14.68% 3

PCINX - Expenses

Operational Fees

PCINX Fees (% of AUM) Category Low Category High Rank in Category (%) Quintile
Expense Ratio 1.79% 0.02% 303.36% 9.81% 4
Management Fee 0.56% 0.00% 2.25% 3.66% 3
12b-1 Fee 1.00% 0.00% 1.00% 0.11% 5
Administrative Fee N/A 0.00% 0.85% 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 0.15% 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 52.00% 0.00% 1754.00% 9.28% 3

PCINX - Distributions

Dividend Yield Analysis

PCINX Category Low Category High PCINX % Rank Quintile
Dividend Yield 0.1% 0.00% 11.20% 59.11% 4

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 0.49% -1.94% 3.70% 14.78% 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

9.44

Tenure Rank

4.6%

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.


Arthur Yeager

Manager

Start Date

Nov 30, 2017

Tenure

0.08

Tenure Rank

14.0%

Mr. Yeager is a Portfolio Manager and an Analyst in the Equity Research group. He is an Assistant Portfolio Manager of Putnam Investors Fund and Putnam Multi-Cap Core Fund. Mr. Yeager joined Putnam in 2017 and has been in the investment industry since 1984. Prior to joining Putnam, Mr. Yeager was a Senior Vice President at Raymond James from 2003 to 2017 and a First Vice President, Institutional Equity Sales, at Merrill Lynch from 1993 to 2003. Prior to these roles, Mr. Yeager served as a Vice President, Institutional Equity Sales, at Bear Sterns from 1992 to 1993 and at CJ Lawrence from 1990 to 1992. Earlier in his career he served in Institutional Sales at Merrill Lynch from 1986 to 1990 and as an Associate at J.P. Morgan Investment Management from 1984 to 1986. Mr. Yeager earned a B.B.A. in Accounting from the University of Texas at Austin.


Tenure Analysis

Category Low

0.0

Category High

82.2

Category Average

6.25

Category Mode

3.0