Putnam Income R (PIFRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
4.970
-0.010 (-0.20%)
At close: Jul 8, 2026
Fund Assets975.92M
Expense Ratio0.99%
Min. Investment$500
Turnover431.00%
Dividend (ttm)0.22
Dividend Yield4.37%
Dividend Growth-49.31%
Payout FrequencyMonthly
Ex-Dividend DateJun 25, 2026
Previous Close4.980
YTD Return0.24%
1-Year Return4.06%
5-Year Return-3.96%
52-Week Low4.940
52-Week High5.100
Beta (5Y)0.09
Holdings1247
Inception DateJan 21, 2003

About PIFRX

Putnam Income Fund Class R is a mutual fund designed to provide investors with high current income while maintaining a prudent level of risk. The fund primarily invests in a diversified portfolio of bonds, which include securitized debt instruments and other obligations issued by companies and governments worldwide, with a particular focus on securities denominated in U.S. dollars and those having intermediate- to long-term maturities of three years or more. Classified under the intermediate core-plus bond category, the fund holds a mix of investment-grade U.S. fixed-income assets, while also retaining the flexibility to include non-core sectors such as high-yield corporate bonds, bank loans, and emerging markets debt. With over 1,200 holdings and a total asset base of approximately $1.54 billion, the fund aims to balance income generation with risk diversification. It distributes dividends on a monthly basis, often offering yields above the category average. The fund is managed with a focus on both income and risk management, making it a notable choice for investors seeking consistent income from a broad array of global fixed-income securities.

Fund Family Franklin Templeton Investments
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PIFRX
Share Class Class R Shares
Index Bloomberg U.S. Aggregate Bond TR

Performance

PIFRX had a total return of 4.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.36%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FGBPXFidelityFidelity Advisor Investment Gr Bd I0.50%
FSMTXFidelityFidelity SAI Total Bond Fund0.29%
FGBCXFidelityFidelity Advisor Investment Gr Bd C1.52%
FGBTXFidelityFidelity Advisor Investment Gr Bd M0.74%
FTKFXFidelityFidelity Total Bond K6 Fund0.30%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
PNCYXClass Y Shares0.48%
PINCXClass A Shares0.73%
PNCMXClass M Shares0.98%
PUICXClass C Shares1.49%

Dividend History

Ex-DividendAmountPay Date
Jun 25, 2026$0.0186Jun 25, 2026
May 26, 2026$0.0172May 26, 2026
Apr 27, 2026$0.0169Apr 27, 2026
Mar 26, 2026$0.0173Mar 26, 2026
Feb 24, 2026$0.0119Feb 24, 2026
Jan 27, 2026$0.0183Jan 27, 2026
Full Dividend History