Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | POXBX Insights | POXBX Score | POXBX Performance | POXBX Manager | POXBX News | POXBX Allocation | POXBX Holdings Change

Mutual Fund Insights: Putnam OH Tax Exempt Income B Fund (POXBX)

In-depth Analysis of Putnam OH Tax Exempt Income B Fund (POXBX)

Mutual fund chart: Putnam OH Tax Exempt Income B Fund (POXBX)

3 months
6 months
1 year
3 year
5 year

See Putnam OH Tax Exempt Income B Fund (POXBX) performance details as of February 28, 2010

  

    Last Trade: $9.02 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Thalia A. Meehan

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

  

What we like about Putnam OH Tax Exempt Income B Fund (POXBX) What we like about Putnam OH Tax Exempt Income B Fund (POXBX)

Data for Putnam OH Tax Exempt Income B Fund (POXBX) as of February 28, 2010

  • Putnam OH Tax Exempt Income B Fund (POXBX) management has been with Putnam OH Tax Exempt Income B Fund for 3.1 years
  • Putnam OH Tax Exempt Income B Fund (POXBX) has good mid-term performance (3-year return 3.34% vs 3.13 % Muni Ohio category average)
  • Putnam OH Tax Exempt Income B Fund (POXBX) ratio of up-years vs down years is greater than 2
  • Putnam OH Tax Exempt Income B Fund (POXBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.97, lower than category average of 6.46

  

What we are cautious about Putnam OH Tax Exempt Income B Fund (POXBX) What we are cautious about Putnam OH Tax Exempt Income B Fund (POXBX)

Data for Putnam OH Tax Exempt Income B Fund (POXBX) as of February 28, 2010

  • Putnam OH Tax Exempt Income B Fund (POXBX) has a less-than-ideal short-term performance (1-year return 9.79% vs 9.79 % Muni Ohio category average)
  • Putnam OH Tax Exempt Income B Fund (POXBX) has a less-than-ideal Long-term performance (5-year return 3.19% vs 3.53 % Muni Ohio category average)
  • Putnam OH Tax Exempt Income B Fund (POXBX) has a Morningstar rating of 3 and below
  • Putnam OH Tax Exempt Income B Fund (POXBX) is less safe compared to its Muni Ohio peers
  • Putnam OH Tax Exempt Income B Fund (POXBX) has an annual stock turnover rate of 19.58% that is higher than the Muni Ohio average of 17.50%. This could mean Putnam OH Tax Exempt Income B is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam OH Tax Exempt Income B Fund (POXBX) has a higher management fee of 1.48% than its Muni Ohio average of 1.04%
  • Putnam OH Tax Exempt Income B Fund (POXBX) carries a 5% load
See Putnam OH Tax Exempt Income B Fund (POXBX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni Ohio category?

Below are some additional Muni Ohio mutual funds generated out of our database

  

Putnam OH Tax Exempt Income B Fund (POXBX) Net Asset

Track net asset change of Putnam OH Tax Exempt Income B fund (POXBX)

DateNet Asset
02/2010$157.84M
01/2010$4.46M
11/2009$4.90M
More historic net asset information on Putnam OH Tax Exempt Income B Fund (POXBX)

  

Putnam OH Tax Exempt Income B Fund (POXBX) Portfolio Allocation

Track portfolio allocation change of Putnam OH Tax Exempt Income B fund (POXBX)

DateCashStockBondOther
09/20092.65%0%97.35%0%
06/20091.79%0%98.21%0%
03/20092.41%0%97.59%0%
Click here to see more historic asset allocation information on Putnam OH Tax Exempt Income B Fund (POXBX)

  

Most Recent Top 10 Holdings in Putnam OH Tax Exempt Income B Fund (POXBX)

Discover what Putnam OH Tax Exempt Income B Fund (POXBX) manager is buying

30-Sep-09
Buckeye Ohio Tob Settlement Fi Tob 5.75% [3.5%]
Ohio St Pollution Ctl Rev Pollutn 6.75% [2.61%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [2.17%]
Ohio St Ser A 5% [2.11%]
Hamilton Ohio City Sch Dist 5% [2.04%]
Woodridge Ohio Loc Sch Dist 6.8% [1.83%]
Franklin Cnty Ohio Rev Rev Bds 5% [1.78%]
Toledo Ohio Sew Sys Rev Swr Sys R 6.2% [1.72%]
Cincinnati Ohio City Sch Dist 5% [1.66%]
Midview Ohio Loc Sch Dist 5.25% [1.65%]

30-Jun-09
Buckeye Ohio Tob Settlement Fi Tob 5.75% [2.58%]
Ohio St Pollution Ctl Rev Pollutn 6.75% [2.58%]
Ohio St Ser A 5% [2.16%]
Hamilton Ohio City Sch Dist 5% [2.09%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [2.03%]
Woodridge Ohio Loc Sch Dist 6.8% [1.98%]
Franklin Cnty Ohio Rev Rev Bds 5% [1.89%]
Toledo Ohio Sew Sys Rev Swr Sys R 6.2% [1.85%]
Midview Ohio Loc Sch Dist 5.25% [1.75%]
Cincinnati Ohio City Sch Dist 5% [1.69%]

31-Mar-09
Ohio St Pollution Ctl Rev Pollutn 6.75% [2.48%]
Buckeye Ohio Tob Settlement Fi Tob 5.75% [2.28%]
Ohio St Ser A 5% [2.12%]
Hamilton Ohio City Sch Dist 5% [2.02%]
Woodridge Ohio Loc Sch Dist 6.8% [1.97%]
Ohio St Wtr Dev Auth [1.96%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [1.89%]
Franklin Cnty Ohio Rev Rev Bds 5% [1.87%]
Toledo Ohio Sew Sys Rev Swr Sys R 6.2% [1.84%]
Midview Ohio Loc Sch Dist 5.25% [1.73%]
Click here for Stock Holding Change Map in Putnam OH Tax Exempt Income B Fund (POXBX)

  

Related books and products to Putnam OH Tax Exempt Income B Fund (POXBX)

  

Latest News on Putnam OH Tax Exempt Income B (POXBX)

See what is happening with Putnam OH Tax Exempt Income B Fund (POXBX)

 

Books and Resources

 

 

See more information on Putnam OH Tax Exempt Income B Fund (POXBX)