MyPlanIQ Putnam A shares

Putnam A shares

This Plan is unrated.
Investment Options
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMMX pemmx
INTERNATIONAL EQUITY
Foreign Small/Mid Value PNVAX pnvax
WORLD STOCK PEQUX pequx
Foreign Large Blend POVSX povsx
Others
Nontraditional Bond PARTX partx
Consumer Defensive PGCOX pgcox
Health PHSTX phstx
US EQUITY
LARGE GROWTH POGAX pogax
MID-CAP VALUE PMVAX pmvax
LARGE BLEND PNRAX pnrax
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PEMMX pemmx
INTERNATIONAL EQUITY
Foreign Small/Mid Value PNVAX pnvax
WORLD STOCK PEQUX pequx
Foreign Large Blend POVSX povsx
Foreign Large Value PNGAX pngax
WORLD STOCK PPGAX ppgax
Foreign Large Blend PINOX pinox
EUROPE STOCK PEUGX peugx
DIVERSIFIED PACIFIC/ASIA PAPAX papax
Others
Nontraditional Bond PARTX partx
Consumer Defensive PGCOX pgcox
Health PHSTX phstx
Financial PGFFX pgffx
Industrials PGIAX pgiax
Communications PGBZX pgbzx
Natural Resources EBERX eberx
Utilities PUGIX pugix
Technology PGTAX pgtax
Equity Energy PGEAX pgeax
Moderate Allocation PVSAX pvsax
US EQUITY
LARGE GROWTH POGAX pogax
MID-CAP VALUE PMVAX pmvax
LARGE BLEND PNRAX pnrax
SMALL VALUE PSLAX pslax
LARGE GROWTH PNOPX pnopx
Small Growth PNSAX pnsax
LARGE GROWTH PVOYX pvoyx
LARGE BLEND PMYAX pmyax
LARGE BLEND PINVX pinvx
MID-CAP VALUE PYSAX pysax
SMALL BLEND PCOAX pcoax
LARGE VALUE PGRWX pgrwx
FIXED INCOME
Bank Loan PFLRX pflrx
High Yield Bond PHYIX phyix
High Yield Muni PTHAX pthax
WORLD BOND PGGIX pggix
Multisector Bond PDINX pdinx
Intermediate-Term Bond PINCX pincx
Muni National Long PTAEX ptaex
Intermediate Government PGSIX pgsix
ULTRASHORT BOND PSDTX psdtx
Emerging Markets Bond PEMWX pemwx
Intermediate Government PAGVX pagvx
Total Available Funds: 43
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS PEMMX pemmx 14% 1 60 0 1.36% 1.6%
INTERNATIONAL EQUITY
Foreign Small/Mid Value PNVAX pnvax 52% 1 60 0 1.5% 3.73%
WORLD STOCK PEQUX pequx 41% 1 60 0 1.36% 3.6%
Foreign Large Blend POVSX povsx 37% 1 60 0 1.25% 4.98%
Foreign Large Value PNGAX pngax 36% 1 60 0 1.88% 2.53%
WORLD STOCK PPGAX ppgax 0% 1 60 0 1.35% 7.31%
Foreign Large Blend PINOX pinox 0% 1 60 0 1.37% 0.78%
EUROPE STOCK PEUGX peugx 0% 1 60 0 1.43% 3.29%
DIVERSIFIED PACIFIC/ASIA PAPAX papax 0% 1 60 0 2% 0.74%
Others
Nontraditional Bond PARTX partx 81% 1 60 0 0.62% 3.68%
Consumer Defensive PGCOX pgcox 50% 1 60 0 1.4% 10.01%
Health PHSTX phstx 37% 1 60 0 1.3% 0.33%
Financial PGFFX pgffx 35% 1 60 0 1.4% 3.07%
Industrials PGIAX pgiax 28% 1 60 0 1.13% 0.11%
Communications PGBZX pgbzx 26% 1 60 0 1.4% 0%
Natural Resources EBERX eberx 24% 1 60 0 1.26% 1.24%
Utilities PUGIX pugix 19% 1 60 0 1.28% 14.97%
Technology PGTAX pgtax 9% 1 60 0 1.33% 6.32%
Equity Energy PGEAX pgeax 8% 1 60 0 1.4% 0.6%
Moderate Allocation PVSAX pvsax 0% 1 60 0 0.31% 2.17%
US EQUITY
LARGE GROWTH POGAX pogax 54% 1 60 0 1.67% 4.77%
MID-CAP VALUE PMVAX pmvax 53% 1 60 0 1% 11.43%
LARGE BLEND PNRAX pnrax 39% 1 60 0 1.27% 0.48%
SMALL VALUE PSLAX pslax 36% 1 60 0 0.76% 5.76%
LARGE GROWTH PNOPX pnopx 29% 1 60 0 0.99% 0.48%
Small Growth PNSAX pnsax 27% 1 60 0 1.98% 0%
LARGE GROWTH PVOYX pvoyx 0% 1 60 0 1.17% 5.91%
LARGE BLEND PMYAX pmyax 0% 1 60 0 1.35% 1.76%
LARGE BLEND PINVX pinvx 0% 1 60 0 1.18% 1.13%
MID-CAP VALUE PYSAX pysax 0% 1 60 0 0.41% 1.21%
SMALL BLEND PCOAX pcoax 0% 1 60 0 1.28% 18.19%
LARGE VALUE PGRWX pgrwx 0% 1 60 0 1.1% 4.1%
FIXED INCOME
Bank Loan PFLRX pflrx 69% 1 60 0 1% 6.18%
High Yield Bond PHYIX phyix 60% 1 60 0 1.79% 7.84%
High Yield Muni PTHAX pthax 58% 1 60 0 0.62% 3.46%
WORLD BOND PGGIX pggix 57% 1 60 0 0.91% 4.93%
Multisector Bond PDINX pdinx 47% 1 60 0 1.76% 6.23%
Intermediate-Term Bond PINCX pincx 45% 1 60 0 0.5% 8.47%
Muni National Long PTAEX ptaex 41% 1 60 0 0.58% 2.96%
Intermediate Government PGSIX pgsix 37% 1 60 0 1.17% 14.73%
ULTRASHORT BOND PSDTX psdtx 22% 1 60 0 0.55% 4.49%
Emerging Markets Bond PEMWX pemwx 0% 1 60 0 NA 3.66%
Intermediate Government PAGVX pagvx 0% 1 60 0 0.85% 3.2%
Average Expense Ratio: 1.2%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
This plan consists of 43 funds, some of them are: PTAEX, PTHAX, PAGVX, PDINX, PEMWX, PFLRX.


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