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Mutual Fund Insights: Putnam NY Tax Exempt Income A Fund (PTEIX)

In-depth Analysis of Putnam NY Tax Exempt Income A Fund (PTEIX)

Mutual fund chart: Putnam NY Tax Exempt Income A Fund (PTEIX)

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See Putnam NY Tax Exempt Income A Fund (PTEIX) performance details as of February 28, 2010

  

    Last Trade: $8.48 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Thalia A. Meehan

Fund Manager Tenure: 3.4 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

  

What we like about Putnam NY Tax Exempt Income A Fund (PTEIX) What we like about Putnam NY Tax Exempt Income A Fund (PTEIX)

Data for Putnam NY Tax Exempt Income A Fund (PTEIX) as of February 28, 2010

  • Putnam NY Tax Exempt Income A Fund (PTEIX) management has been with Putnam NY Tax Exempt Income A Fund for 3.4 years
  • Putnam NY Tax Exempt Income A Fund (PTEIX) has good mid-term performance (3-year return 3.49% vs 2.93 % Muni New York Long category average)
  • Putnam NY Tax Exempt Income A Fund (PTEIX) has good Long-term performance (5-year return 3.67% vs 3.44 % Muni New York Long category average)
  • Putnam NY Tax Exempt Income A Fund (PTEIX) ratio of up-years vs down years is greater than 2
  • Putnam NY Tax Exempt Income A Fund (PTEIX) has an annual stock turnover rate of 18.18% vs Muni New York Long average of 26.62%. It is good that Putnam NY Tax Exempt Income A management does not trade extensively for its return.
  • Putnam NY Tax Exempt Income A Fund (PTEIX) is less volatile than its peers as it has a 3-year Standard Deviation of 6.69, lower than category average of 7.66
  • Putnam NY Tax Exempt Income A Fund (PTEIX) has a lower management fee than its Muni New York Long average: 0.80% vs 1.07%

  

What we are cautious about Putnam NY Tax Exempt Income A Fund (PTEIX) What we are cautious about Putnam NY Tax Exempt Income A Fund (PTEIX)

Data for Putnam NY Tax Exempt Income A Fund (PTEIX) as of February 28, 2010

  • Putnam NY Tax Exempt Income A Fund (PTEIX) has a less-than-ideal short-term performance (1-year return 11.38% vs 13.25 % Muni New York Long category average)
  • Putnam NY Tax Exempt Income A Fund (PTEIX) has a Morningstar rating of 3 and below
  • Putnam NY Tax Exempt Income A Fund (PTEIX) carries a 4% load
See Putnam NY Tax Exempt Income A Fund (PTEIX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni New York Long category?

Below are some additional Muni New York Long mutual funds generated out of our database

  

Putnam NY Tax Exempt Income A Fund (PTEIX) Net Asset

Track net asset change of Putnam NY Tax Exempt Income A fund (PTEIX)

DateNet Asset
02/2010$1.12B
01/2010$1.06B
11/2009$1.05B
More historic net asset information on Putnam NY Tax Exempt Income A Fund (PTEIX)

  

Putnam NY Tax Exempt Income A Fund (PTEIX) Portfolio Allocation

Track portfolio allocation change of Putnam NY Tax Exempt Income A fund (PTEIX)

DateCashStockBondOther
09/20092.6%0%97.4%0%
06/20092.01%0%97.99%0%
03/20090.33%0%99.67%0%
Click here to see more historic asset allocation information on Putnam NY Tax Exempt Income A Fund (PTEIX)

  

Most Recent Top 10 Holdings in Putnam NY Tax Exempt Income A Fund (PTEIX)

Discover what Putnam NY Tax Exempt Income A Fund (PTEIX) manager is buying

30-Sep-09
New York St Dorm Auth 5.75% [3.58%]
Metropolitan Transn Auth 5.5% [2.55%]
New York N Y G.O. Bds 6.5% [1.8%]
Sales Tax Asset Receivable Cor Sales 5% [1.57%]
New York St Dorm Auth 5.625% [1.56%]
Metropolitan Transn Auth 5% [1.36%]
New York St Environmental Facs Rev Bd 5% [1.27%]
Metropolitan Transn Auth 5% [1.27%]
Puerto Rico Comwlth Aqueduct & Rev Bd 6% [1.23%]
New York St Dorm Auth 5% [1.21%]

30-Jun-09
New York St Dorm Auth 5.75% [3.74%]
Metropolitan Transn Auth 5.5% [2.65%]
New York N Y G.O. Bds 6.5% [1.92%]
New York N Y Ref G.O. 6.5% [1.66%]
Sales Tax Asset Receivable Cor Sales 5% [1.62%]
New York St Dorm Auth 5.625% [1.61%]
Metropolitan Transn Auth 5% [1.33%]
New York St Environmental Facs Rev Bd 5% [1.31%]
Metropolitan Transn Auth 5% [1.3%]
Metropolitan Transn Auth 5.75% [1.28%]

31-Mar-09
New York St Dorm Auth 5.75% [3.87%]
Metropolitan Transn Auth 5.5% [2.74%]
New York N Y City Mun Wtr Fin Wtr & Swr [2.64%]
New York N Y Ref G.O. 6.5% [2.21%]
NEW YORK N Y CITY TRANSITIONAL REV BDS [2.14%]
New York N Y G.O. Bds 6.5% [1.97%]
Metropolitan Transn Auth 5.75% [1.69%]
New York St Dorm Auth 5.625% [1.65%]
Sales Tax Asset Receivable Cor Sales 5% [1.62%]
Metropolitan Transn Auth 5% [1.33%]
Click here for Stock Holding Change Map in Putnam NY Tax Exempt Income A Fund (PTEIX)

  

Related books and products to Putnam NY Tax Exempt Income A Fund (PTEIX)

  

Latest News on Putnam NY Tax Exempt Income A (PTEIX)

See what is happening with Putnam NY Tax Exempt Income A Fund (PTEIX)

 

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