PTRKX – Putnam Core Bond Fund R Investment Strategy | Morningstar

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Strategy

The investment seeks high current income consistent with what Putnam Management believes to be prudent risk. The fund invests mainly in a diversified portfolio of investment-grade fixed-income securities. It invests mainly in bonds of governments and private companies that are investment-grade in quality with intermediate- to long-term maturities (three years or longer). The fund may invest in below-investment-grade investments. Under normal circumstances, it will invest at least 80% of its net assets in bonds (bonds include any debt instrument, and may be represented by other investment instruments, including derivatives).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PYTRX	Putnam Core Bond Fund Class Y	Institutional	Open			Dec 23, 2008	$1.25B	0.390%	Below Average	$0	$277.23M
PTRNX	Putnam Core Bond Fund Class A	Front Load	Open			Dec 23, 2008	$238.28M	0.640%	Low	$0	$59.09M
PTRGX	Putnam Core Bond Fund Class C	Level Load	Open			Dec 23, 2008	$8.95M	1.390%	Below Average	$0	$111,986.07
PTREX	Putnam Core Bond Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$109.42M	0.390%	Average	$0	$52.01M
PTRKX	Putnam Core Bond Fund Class R	Retirement, Medium	Open			Dec 23, 2008	$10.28M	0.890%	Below Average	$0	$2.71M

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