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Mutual Fund Insights: Putnam PA Tax Exempt Income A Fund (PTEPX)

In-depth Analysis of Putnam PA Tax Exempt Income A Fund (PTEPX)

Mutual fund chart: Putnam PA Tax Exempt Income A Fund (PTEPX)

3 months
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See Putnam PA Tax Exempt Income A Fund (PTEPX) performance details as of February 28, 2010

  

    Last Trade: $9.06 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Thalia A. Meehan

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)

  

What we like about Putnam PA Tax Exempt Income A Fund (PTEPX) What we like about Putnam PA Tax Exempt Income A Fund (PTEPX)

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

  • Putnam PA Tax Exempt Income A Fund (PTEPX) management has been with Putnam PA Tax Exempt Income A Fund for 3.1 years
  • Putnam PA Tax Exempt Income A Fund (PTEPX) has good mid-term performance (3-year return 3.72% vs 2.82 % Muni Pennsylvania category average)
  • Putnam PA Tax Exempt Income A Fund (PTEPX) has good Long-term performance (5-year return 3.76% vs 3.31 % Muni Pennsylvania category average)
  • Putnam PA Tax Exempt Income A Fund (PTEPX) ratio of up-years vs down years is greater than 2
  • Putnam PA Tax Exempt Income A Fund (PTEPX) has an annual stock turnover rate of 18.19% vs Muni Pennsylvania average of 19.70%. It is good that Putnam PA Tax Exempt Income A management does not trade extensively for its return.
  • Putnam PA Tax Exempt Income A Fund (PTEPX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.9, lower than category average of 6.98
  • Putnam PA Tax Exempt Income A Fund (PTEPX) has a lower management fee than its Muni Pennsylvania average: 0.88% vs 1.08%

  

What we are cautious about Putnam PA Tax Exempt Income A Fund (PTEPX) What we are cautious about Putnam PA Tax Exempt Income A Fund (PTEPX)

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

  • Putnam PA Tax Exempt Income A Fund (PTEPX) has a less-than-ideal short-term performance (1-year return 10.71% vs 12.02 % Muni Pennsylvania category average)
  • Putnam PA Tax Exempt Income A Fund (PTEPX) has a Morningstar rating of 3 and below
  • Putnam PA Tax Exempt Income A Fund (PTEPX) carries a 4% load
See Putnam PA Tax Exempt Income A Fund (PTEPX) performance details as of February 28, 2010

  

  

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

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

  

Putnam PA Tax Exempt Income A Fund (PTEPX) Net Asset

Track net asset change of Putnam PA Tax Exempt Income A fund (PTEPX)

DateNet Asset
02/2010$197.32M
01/2010$162.87M
11/2009$160.43M
More historic net asset information on Putnam PA Tax Exempt Income A Fund (PTEPX)

  

Putnam PA Tax Exempt Income A Fund (PTEPX) Portfolio Allocation

Track portfolio allocation change of Putnam PA Tax Exempt Income A fund (PTEPX)

DateCashStockBondOther
09/20092.18%0%97.82%0%
06/20090.84%0%99.16%0%
03/20093.22%0%96.78%0%
Click here to see more historic asset allocation information on Putnam PA Tax Exempt Income A Fund (PTEPX)

  

Most Recent Top 10 Holdings in Putnam PA Tax Exempt Income A Fund (PTEPX)

Discover what Putnam PA Tax Exempt Income A Fund (PTEPX) manager is buying

30-Sep-09
Pennsylvania St Pub Sch Bldg A Sch Le 5% [3.01%]
Puerto Rico Sales Tax Fing Cor Rev Bd 6% [1.86%]
Delaware Valley Pa Regl Fin Au Loc 5.7% [1.8%]
State Pub Sch Bldg Auth 5.25% [1.79%]
Philadelphia Pa Sch Dist 5.625% [1.76%]
State Pub Sch Bldg Auth 5% [1.75%]
Economy Pa Mun Auth 5% [1.46%]
Allegheny Cnty Pa Hosp Dev Aut Re 5.375% [1.45%]
Lehigh Cnty Pa Gen Purp Auth 5.25% [1.45%]
PUERTO RICO COMWLTH G O PUB I [1.35%]

30-Jun-09
Pennsylvania St Pub Sch Bldg A Sch Le 5% [3.29%]
State Pub Sch Bldg Auth 5.25% [1.99%]
Philadelphia Pa Sch Dist 5.625% [1.98%]
Delaware Valley Pa Regl Fin Au Loc 5.7% [1.88%]
State Pub Sch Bldg Auth 5% [1.85%]
PUERTO RICO SALES TAX FING COR REV BDS [1.85%]
Allegheny Cnty Pa Hosp Dev Aut Re 5.375% [1.59%]
Economy Pa Mun Auth 5% [1.58%]
Puerto Rico Comwlth G O Pub I 5.75% [1.52%]
Allegheny Cnty Pa Indl Dev Aut Enviro 6% [1.49%]

31-Mar-09
Pennsylvania St Pub Sch Bldg A Sch Le 5% [3.53%]
Philadelphia Pa Sch Dist 5.625% [2.12%]
State Pub Sch Bldg Auth 5.25% [2.12%]
Delaware Valley Pa Regl Fin Au Loc 5.7% [1.94%]
State Pub Sch Bldg Auth 5% [1.92%]
Allegheny Cnty Pa Hosp Dev Aut Re 5.375% [1.7%]
Economy Pa Mun Auth 5% [1.66%]
Puerto Rico Comwlth G O Pub I 5.75% [1.64%]
Allegheny Cnty Pa Indl Dev Aut Enviro 6% [1.58%]
Lehigh Cnty Pa Gen Purp Auth 5.25% [1.42%]
Click here for Stock Holding Change Map in Putnam PA Tax Exempt Income A Fund (PTEPX)

  

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