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Putnam Multi-Asset Income Y (PMIYX)

10.15 -0.02 (-0.20%)
At close: 8:05 AM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Vanguard
  • LPL SAM Eligible - 11.01.2023
  • RBC Wealth Management-Advisory Eligible
  • Vanguard NTF
  • Raymond James
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Fidelity Advisor 401(k) I Shares
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Northwestern Mutual Investment Services, Llc
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Vanguard TF
  • Fidelity Advisor 401(k) A Shares
  • LPL SWM - 01.24.2024
  • Fidelity Advisor 401(k) T Shares
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests mainly in fixed-income investments, including U.S. and foreign government obligations, corporate obligations and securitized debt instruments (such as mortgage-backed investments) of any credit quality. It also invests, to a lesser extent, in equity securities (growth or value stocks or both) of U.S. and foreign companies of any size.

Fund Overview

Category Allocation--15% to 30% Equity
Fund Family Franklin Templeton Investments
Net Assets 221.79M
YTD Return 3.79%
Yield 3.17%
Morningstar Rating
Inception Date Feb 10, 2023

Performance & Risk

YTD Return 1.54%
5y Average Return 0.00%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

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