Welcome to MutualFunds.com. Please help us personalize your experience.

Select the one that best describes you

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission, we hope you enjoy your experience

PCINX Putnam Investors C

  • Fund
  • PCINX
  • Price as of: N/A
  • N/A N/A N/A
  • Category
  • Large Cap Blend Equities
  • Fund Company
  • N/A

PCINX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 8.9%
  • 5 Yr Annualized 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 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

Closed to new investors as of May 18, 2018

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 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 N/A
  • Inception Date Jul 26, 1999
  • Shares Outstanding N/A
  • Share Class C
  • Currency USD
  • Domiciled Country United States
  • Manager Arthur Yeager

PCINX - Performance

Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -14.1% 31.7% N/A
1 Yr 15.8% -61.3% 33.4% N/A
3 Yr 8.9%* -31.9% 21.1% N/A
5 Yr 11.7%* -23.5% 12.0% N/A
10 Yr 8.0%* -6.2% 19.0% N/A

* Annualized


Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -67.0% 16.7% N/A
2017 N/A -32.8% 34.8% N/A
2016 N/A -28.0% 20.8% N/A
2015 N/A -46.9% 5.7% N/A
2014 N/A -31.3% 53.8% N/A

Total Return Ranking - Trailing

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -14.1% 31.7% N/A
1 Yr 14.8% -61.3% 34.2% N/A
3 Yr 8.9%* -29.3% 21.6% N/A
5 Yr 11.7%* -19.4% 13.9% N/A
10 Yr 8.0%* -4.0% 23.7% N/A

* Annualized


Total Return Ranking - Calendar

Period PCINX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -67.0% 17.4% N/A
2017 N/A -22.1% 34.8% N/A
2016 N/A -14.7% 21.8% N/A
2015 N/A -40.3% 7.0% N/A
2014 N/A -24.8% 56.3% N/A

NAV & Total Return History

PCINX - Holdings

Concentration Analysis

PCINX Category Low Category High PCINX % Rank
Net Assets 2.05 B 1.88 M 804 B N/A
Number of Holdings 148 7 3615 N/A
Net Assets in Top 10 507 M -57.2 M 135 B N/A
Weighting of Top 10 24.81% 2.4% 936.4% 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% -6.79% 687.17% N/A
Cash
1.49% -187.97% 80.44% N/A
Other
0.47% -4.04% 22.06% N/A
Preferred Stocks
0.18% -0.37% 6.87% N/A
Convertible Bonds
0.00% 0.00% 6.54% N/A
Bonds
0.00% -595.81% 186.14% N/A

Stock Sector Breakdown

Weighting Return Low Return High PCINX % Rank
Technology
22.80% -67.56% 52.42% N/A
Financial Services
18.34% 0.00% 187.22% N/A
Healthcare
12.05% 0.00% 47.60% N/A
Consumer Cyclical
11.73% -0.92% 33.07% N/A
Industrials
9.48% 0.00% 77.42% N/A
Consumer Defense
7.04% 0.00% 64.11% N/A
Energy
6.37% -1.65% 306.37% N/A
Basic Materials
3.15% 0.00% 90.41% N/A
Communication Services
2.99% -0.65% 14.58% N/A
Utilities
2.16% -1.30% 19.90% N/A
Real Estate
1.67% -1.87% 13.40% N/A

Stock Geographic Breakdown

Weighting Return Low Return High PCINX % Rank
US
93.77% -6.79% 223.50% N/A
Non US
4.10% 0.00% 463.67% 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% 153.75% 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

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 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% 0.10% N/A

Dividend Distribution Analysis

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

Dividend Payout History


Net Income Ratio Analysis

PCINX Category Low Category High PCINX % Rank
Net Income Ratio 0.49% -1.49% 3.64% N/A

Capital Gain Distribution Analysis

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

PCINX - Managers

Arthur Yeager

Manager

Start Date

Tenure

Tenure Rank

Nov 30, 2017

0.5

0.5%

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.


Gerard P. Sullivan

Manager

Start Date

Tenure

Tenure Rank

Jul 25, 2008

9.85

9.9%

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

83.5

Category Average

6.99

Category Mode

3.62