Putnam Core Bond Fund Class R6 (PTREX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.40
+0.02 (0.24%)
At close: Feb 13, 2026
Fund Assets1.49B
Expense Ratio0.39%
Min. Investment$500
Turnover372.00%
Dividend (ttm)0.36
Dividend Yield4.32%
Dividend Growth-4.07%
Payout FrequencyMonthly
Ex-Dividend DateJan 27, 2026
Previous Close8.38
YTD Return1.45%
1-Year Return8.64%
5-Year Return10.68%
52-Week Low7.77
52-Week High8.40
Beta (5Y)n/a
Holdings853
Inception DateJul 2, 2012

About PTREX

Putnam Core Bond Fund Class R6 is an open-end mutual fund focused on providing broad exposure to the U.S. investment-grade bond market. The fund's primary objective is to deliver high current income with a disciplined approach to risk management. It invests principally in a diversified portfolio of investment-grade fixed-income securities, including government, corporate, and mortgage-backed bonds. This structure positions the fund as a core fixed-income holding for investors seeking stability and income generation within their broader asset allocation. The fund employs active management to navigate changing interest rate environments and credit conditions, aiming to optimize yield and total return while carefully monitoring risk. By allocating across sectors such as government, agencies, and high-quality corporates, the fund seeks to balance income potential with conservative credit risk. Putnam Core Bond Fund Class R6 is often selected by institutional investors and retirement plans due to its focus on consistent returns, competitive yields, and risk-adjusted performance within the intermediate-term bond category.

Fund Family Franklin Templeton Investments
Category Intermediate Core Bond
Performance Rating High
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PTREX
Index Bloomberg U.S. Aggregate Bond TR

Performance

PTREX had a total return of 8.64% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.32%.

Dividend History

Ex-DividendAmountPay Date
Jan 27, 2026$0.0299Jan 27, 2026
Dec 26, 2025$0.0318Dec 26, 2025
Nov 24, 2025$0.0286Nov 24, 2025
Oct 28, 2025$0.0281Oct 28, 2025
Sep 25, 2025$0.0303Sep 25, 2025
Aug 26, 2025$0.0316Aug 26, 2025
Full Dividend History