Mutual Funds

PUTNAM RETAIL MANAGEMENT LTD PARTNERSHIP

Exchange Hours Website
9:30 - 15:59 ET www.putnam.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
PUTNAM SUSTAINABLE FUTURE FUND CLASS A PMVAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
GEORGE PUTNAM BALANCED FUND CLASS A PGEOX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM INCOME FUND CLASS A PINCX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM LARGE CAP VALUE FUND CLASS A PEYAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MONEY MARKET FUND CLASS A PDDXX Money Market USD 500,000 USD 10,000 No Load CLASS A Yes
PUTNAM TAX EXEMPT INCOME FUND CLASS A PTAEX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM CONVERTIBLE SECURITIES FUND CL A PCONX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM GLOBAL HEALTH CARE CLASS A PHSTX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND PCTEX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM NEW YORK TAX EXEMPT INCOME FUND PTEIX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MORTGAGE SECURITIES FUND CLASS A PGSIX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM HIGH YIELD FUND CLASS A PHYIX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM TAX-FREE HIGH YIELD FUND CLASS A PTHAX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM STRAT INTERMEDIATE MUNI FUND CL A PPNAX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM GLOBAL INCOME TRUST CLASS A PGGIX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND PTNJX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM PENNSYLVANIA TAX EXEMPT INCOME PTEPX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND PXMNX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM OHIO TAX EXEMPT INCOME FUND PXOHX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME PXMAX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE LEADERS FUND CLASS A PNOPX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM DIVERSIFIED INCOME TRUST CLASS A PDINX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM INTERNATIONAL EQUITY FUND POVSX Stock USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM DYNA ASSET ALLOC CONSERV CLASS A PACAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM DYNA ASSET ALLOC GROWTH CLASS A PAEAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM FOCUSED INTRNTNL EQUITY FUND CL A PEQUX Stock USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM LARGE CAP GROWTH FUND CLASS A POGAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RESEARCH FUND CLASS A PNRAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM INTERNATIONAL CAPITAL OPPORTUNITI PNVAX Stock USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM INTERNATIONAL VALUE FUND CLASS A PNGAX Stock USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SMALL CAP VALUE FUND CLASS A PSLAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM FLOATING RATE INCOME FUND PFLRX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SMALL CAP GROWTH FUND CLASS A PNSAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2025 CL A PRROX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2030 CL A PRRQX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2035 CL A PRRWX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2040 CL A PRRZX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2045 CL A PRVLX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMNT MATUR CL A PRMAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM FOCUSED EQUITY FUND CLASS A PGIAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM GLOBAL TECHNOLOGY FUND CLASS A PGTAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM EMERGING MARKETS EQUITY FUND CL A PEMMX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM CORE EQUITY CLASS A PMYAX Stock USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM ULTRA SHORT DURATION INCOME CL A PSDTX Bond USD 500,000 USD 0 No Load CLASS A No
PUTNAM INT TERM MUN INC FUND CLASS A PIMEX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SH TERM MUN INC FUND CLASS A PSMEX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM DYNA ASSET ALLOC CONSERV CLASS C PACCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM INCOME FUND CLASS Y PNCYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
GEORGE PUTNAM BALANCED FUND CLASS Y PGEYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM HIGH YIELD FUND CLASS Y PHAYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM FOCUSED INTRNTNL EQUITY FUND CL C PUGCX Stock USD 500,000 USD 0 Level Load CLASS C No
PUTNAM LARGE CAP VALUE FUND CLASS C PEQCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RESEARCH FUND CLASS C PRACX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM TAX-FREE HIGH YIELD FUND CLASS C PTCCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RESEARCH FUND CLASS Y PURYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SMALL CAP VALUE FUND CLASS C PSLCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM INTERNATIONAL CAPITAL OPPORTUNITI PUVCX Stock USD 500,000 USD 0 Level Load CLASS C No
PUTNAM MORTGAGE SECURITIES FUND CLASS C PGVCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SUSTAINABLE LEADERS FUND CLASS C PNOCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM DIVERSIFIED INCOME TRUST CLASS C PDVCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM INTERNATIONAL VALUE FUND CLASS C PIGRX Stock USD 500,000 USD 0 Level Load CLASS C No
PUTNAM LARGE CAP VALUE FUND CLASS Y PEIYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM LARGE CAP GROWTH FUND CLASS Y PGOYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM INTERNATIONAL EQUITY FUND PIGCX Stock USD 500,000 USD 0 Level Load CLASS C No
GEORGE PUTNAM BALANCED FUND CLASS C PGPCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM STRAT INTERMEDIATE MUNI FUND CL C PAMTX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM GLOBAL HEALTH CARE CLASS C PCHSX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM CONVERTIBLE SECURITIES FUND CL C PRCCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM GLOBAL INCOME TRUST CLASS C PGGLX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM INCOME FUND CLASS C PUICX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND PCTCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM NEW YORK TAX EXEMPT INCOME FUND PNNCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM TAX EXEMPT INCOME FUND CLASS C PTECX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM MONEY MARKET FUND CLASS C PFCXX Money Market USD 500,000 USD 10,000 Level Load CLASS C Yes
PUTNAM LARGE CAP GROWTH FUND CLASS C POGCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM CONVERTIBLE SECURITIES FUND CL Y PCGYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SMALL CAP GROWTH FUND CLASS C PNSCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM FLOATING RATE INCOME FUND PFICX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SUSTAINABLE FUTURE FUND CLASS C PMPCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM DYNA ASSET ALLOC BALANCE CLASS Y PABYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM DYNA ASSET ALLOC CONSERV CLASS Y PACYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM DYNA ASSET ALLOC GROWTH CLASS Y PAGYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM DIVERSIFIED INCOME TRUST CLASS Y PDVYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM INTERNATIONAL EQUITY FUND POVYX Stock USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MORTGAGE SECURITIES FUND CLASS Y PUSYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM INTERNATIONAL CAPITAL OPPORTUNITI PIVYX Stock USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM GLOBAL HEALTH CARE CLASS Y PHSYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM INTERNATIONAL VALUE FUND CLASS Y PNGYX Stock USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM FOCUSED INTRNTNL EQUITY FUND CL Y PEQYX Stock USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SMALL CAP VALUE FUND CLASS Y PYSVX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SMALL CAP GROWTH FUND CLASS Y PSYGX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE FUTURE FUND CLASS Y PMVYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME PMMCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SUSTAINABLE RETIREMENT 2025 CL Y PRRPX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMENT 2030 CL Y PRRTX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMENT 2035 CL Y PRRYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMENT 2040 CL Y PRZZX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMENT 2045 CL Y PRVYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMNT MATUR CL C PRMCX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SUSTAINABLE RETIREMNT MATUR CL Y PRMYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM FLOATING RATE INCOME FUND PFRYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM GLOBAL INCOME TRUST CLASS Y PGGYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND PMOCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND PNJCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM OHIO TAX EXEMPT INCOME FUND POOCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM PENNSYLVANIA TAX EXEMPT INCOME PPNCX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM HIGH YIELD FUND CLASS C PHYLX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM STRAT INTERMEDIATE MUNI FUND CL Y PAMYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM TAX-FREE HIGH YIELD FUND CLASS Y PTFYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND PCIYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MASSACHUSETTS TAX EXEMPT INCOME PMAYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MINNESOTA TAX EXEMPT INCOME FUND PMNYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM NEW JERSEY TAX EXEMPT INCOME FUND PNJYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM NEW YORK TAX EXEMPT INCOME FUND PNYYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM OHIO TAX EXEMPT INCOME FUND POTYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM PENNSYLVANIA TAX EXEMPT INCOME PPTYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM TAX EXEMPT INCOME FUND CLASS Y PTEYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM FOCUSED EQUITY FUND CLASS C PGIEX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM FOCUSED EQUITY FUND CLASS Y PGILX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM GLOBAL TECHNOLOGY FUND CLASS C PGTDX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM GLOBAL TECHNOLOGY FUND CLASS Y PGTYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM EMERGING MARKETS EQUITY FUND CL C PEMZX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM EMERGING MARKETS EQUITY FUND CL Y PEMYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM CORE EQUITY CLASS C PMYCX Stock USD 500,000 USD 0 Level Load CLASS C No
PUTNAM CORE EQUITY CLASS Y PMYYX Stock USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM ULTRA SHORT DURATION INCOME CL C PSDLX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM ULTRA SHORT DURATION INCOME CL Y PSDYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM INT TERM MUN INC FUND CLASS C PIMFX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM INT TERM MUN INC FUND CLASS Y PIMYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SH TERM MUN INC FUND CLASS C PSMTX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SH TERM MUN INC FUND CLASS Y PSMYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM DYNA ASSET ALLOC BALANCE CLASS R6 PAAEX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM DYNA ASSET ALLOC GROWTH CLASS R6 PAEEX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM LARGE CAP VALUE FUND CLASS R6 PEQSX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM GLOBAL INCOME TRUST CLASS R6 PGGEX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM FOCUSED INTRNTNL EQUITY FUND CLR6 PGLEX Stock USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM LARGE CAP GROWTH FUND CLASS R6 PGOEX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM INCOME FUND CLASS R6 PINHX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM DYNA ASSET ALLOC CONSERV CLASS R6 PCCEX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM INTERNATIONAL EQUITY FUND POVEX Stock USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM ULTRA SHORT DURATION INCOME CL R6 PSDQX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
GEORGE PUTNAM BALANCED FUND CLASS R6 PGEJX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM DIVERSIFIED INCOME TRUST CLASS R6 PDVGX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM SMALL CAP VALUE FUND CLASS R6 PSCMX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM INTERNATIONAL VALUE FUND CLASS R6 PIGWX Stock USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM SHORT DURATION BOND FUND CLASS R6 PRREX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM CORE BOND FUND CLASS R6 PTREX Bond USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM SHORT DURATION BOND FUND CLASS A PARTX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SHORT DURATION BOND FUND CLASS C PARQX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SHORT DURATION BOND FUND CLASS Y PARYX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM CORE BOND FUND CLASS A PTRNX Bond USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM CORE BOND FUND CLASS C PTRGX Bond USD 500,000 USD 0 Level Load CLASS C No
PUTNAM CORE BOND FUND CLASS Y PYTRX Bond USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2060 CLASS C PAAPX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM MORTGAGE OPPORTUNITIES FUND CL C PMOZX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2045 CLASS C PAFPX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2030 CLASS C PDLKX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE MATR CLASS C PLFGX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM SUSTAINABLE RETIREMENT 2065 CL C PCJRX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2025 CLASS C PRTJX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2035 CLASS C PDAWX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2055 CLASS C PACWX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2065 CLASS C PCKBX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2040 CLASS C PBBZX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2050 CLASS C PAENX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM RETIREMENT ADVANTAGE 2045 CLASS A PALGX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2050 CLASS A PAEZX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2060 CLASS A PAAVX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2025 CLASS A PBDLX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2035 CLASS A PDFLX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE MATR CLASS A POMGX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2040 CLASS A PCCLX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM SUSTAINABLE RETIREMENT 2065 CL A PCJQX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MORTGAGE OPPORTUNITIES FUND CL A PMORX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2065 CLASS A PCJZX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2030 CLASS A PDLTX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2055 CLASS A PADYX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM RETIREMENT ADVANTAGE 2045 CLASS Y PAFJX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MORTGAGE OPPORTUNITIES FUND CL Y PMOYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2040 CLASS Y PALZX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2035 CLASS Y POWYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM SUSTAINABLE RETIREMENT 2065 CL Y PCJSX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE MATR CLASS Y PAETX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2065 CLASS Y PCKEX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2025 CLASS Y PLZYX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2030 CLASS Y PDGKX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2060 CLASS Y PAKJX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2050 CLASS Y PHPDX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM RETIREMENT ADVANTAGE 2055 CLASS Y PAAWX N/A USD 500,000 USD 0 No Load CLASS Y Yes
PUTNAM MORTGAGE OPPORTUNITIES FUND CL R6 PMOLX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM RETIREMENT ADVANTAGE 2065 CLASSR6 PCKJX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM SUSTAINABLE RETIREMENT 2065 CL R6 PCJYX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM MULTI ASSET INCOME FUND CLASS A PMIAX N/A USD 500,000 USD 0 Front-End Load CLASS A No
PUTNAM MULTI ASSET INCOME FUND CLASS C PMICX N/A USD 500,000 USD 0 Level Load CLASS C No
PUTNAM MULTI ASSET INCOME FUND CLASS R6 PMIVX N/A USD 500,000 USD 0 No Load CLASS R6 Yes
PUTNAM MULTI ASSET INCOME FUND CLASS Y PMIYX N/A USD 500,000 USD 0 No Load CLASS Y Yes

Notes:

  1. Advisor minimums may be lower.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.