Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.
| Fund | Settlement Date | Taxable Initial | Taxable Subsequent | Non-Taxable Initial | Non-Taxable Subsequent |
| PUTNAM DYNAMIC ASSET ALLOC BALANCED A (PABAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOC CONSERV A (PACAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOC GROWTH A (PAEAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SHORT DURATION BOND FD CL A (PARTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM CA TAX EXEMPT INCOME FD CLASS A (PCTEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DIVERSIFIED INCOME TRUST CL A (PDINX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MULTI ASSET ABSOLUTE RETURN FD CL (PDMYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DIVERSIFIED INCM TRUST CL Y (PDVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM LARGE CAP VALUE Y (PEIYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM EMRG MKTS EQTY A (PEMMX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FOCUSED INTL EQUITY FUND A (PEQUX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM LARGE CAP VALUE A (PEYAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FLOATING RATE INCOME CL A (PFLRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FLOATING RATE INCM Y (PFRYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| GEORGE PUTNAM BALANCED FD CL A (PGEOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL INCOME TRUST CLASS A (PGGIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL INCM TRUST FD CL Y (PGGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FOCUSED EQTY FD CL A (PGIAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FOCUSED EQTY FD CL Y (PGILX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GROWTH OPPTY FD CL Y (PGOYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MORTGAGE SECURITIES FUND CL A (PGSIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM HIGH YIELD FUND CL Y (PHAYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL HEALTH CARE FD CL A (PHSTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM HIGH YIELD FUND CL A (PHYIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INCOME FND CL A (PINCX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE FUTURE FUND CL A (PMVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MULTI CAP CORE A (PMYAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INCM Y (PNCYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE LEADERS FUND CL A (PNOPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SMALL CAP GROWTH CL A (PNSAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTL CAPITAL OPPORTUNITIES FUND C (PNVAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GROWTH OPPTY FUND CLASS A (POGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTL EQUITY FUND CL A (POVSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT INCOME FD LIFESTYLE 1 (PRMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2040 FD CL A (PRRZX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM ULTRA SHORT DURATION INCM FD CL Y (PSDYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM TAX EXEMPT INCOME CLASS A (PTAEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM PA TAX EXEMPT INCOME CL A (PTEPX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM TAX FREE HIGH YIELD FUND CL A (PTHAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FDS TR CORE BND FD CL A (PTRNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FDS TR CORE BND FD CL Y (PYTRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.