Putnam Strategic Intermediate Municipal Fund Class A (PPNAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.64
+0.01 (0.07%)
At close: Feb 13, 2026
Fund Assets2.29B
Expense Ratio0.90%
Min. Investment$500
Turnover41.00%
Dividend (ttm)0.48
Dividend Yield3.27%
Dividend Growth10.60%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close14.63
YTD Return1.47%
1-Year Return6.09%
5-Year Return5.50%
52-Week Low13.44
52-Week High14.64
Beta (5Y)n/a
Holdings892
Inception DateSep 20, 1993

About PPNAX

Putnam Strategic Intermediate Municipal Fund Class A is an actively managed municipal bond mutual fund focused on delivering a high level of current income that is exempt from federal income tax while emphasizing capital preservation. The portfolio primarily invests in tax‑exempt municipal securities across states and sectors, with latitude to adjust interest‑rate exposure and credit mix within an intermediate profile. The strategy typically targets an average maturity in the mid‑single to low‑double‑digit years and an effective duration around the intermediate range, aligning with the Muni National Intermediate category. It diversifies across revenue and general obligation bonds tied to areas such as housing, health care, transportation, education, and utilities, with exposure to multiple large issuing states. The fund may hold a portion of bonds subject to the alternative minimum tax and manages credit quality across high‑grade and mid‑investment‑grade tiers. This approach positions the fund as a core tax‑exempt income holding for investors seeking federally tax‑free distributions and balanced interest‑rate risk within the municipal market’s intermediate segment.

Fund Family Franklin Templeton Investments
Category Muni National Interm
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PPNAX
Share Class Class A Shares
Index Bloomberg 3-15 Y Municipal Bond TR

Performance

PPNAX had a total return of 6.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.07%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
PTFIXClass B Shares1.44%

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.04167Jan 30, 2026
Dec 31, 2025$0.0438Dec 31, 2025
Nov 28, 2025$0.0374Nov 28, 2025
Oct 31, 2025$0.04397Oct 31, 2025
Sep 30, 2025$0.0389Sep 30, 2025
Aug 29, 2025$0.0433Aug 29, 2025
Full Dividend History