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 ALLOCATION BAL R (PAARX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT ADVANTAGE 2060 A (PAAVX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOC BALANCED Y (PABYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOCATION CNSRV R (PACRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOC CONSERV Y (PACYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOC GROWTH FND CL (PAGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT ADVANTAGE 2045 A (PALGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM STRATEGIC INTERMEDIATE MUNI FD CL (PAMYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SHORT DURATION BOND FD CL Y (PARYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DYNAMIC ASSET ALLOCATION GR R (PASRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM CONVERTIBLE SEC FD CL Y (PCGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM CA TAX EXEMPT INCOME FUND CL Y (PCIYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2065 R (PCJUX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2065 R6 (PCJYX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM CONVERTIBLE SEC FD CL A (PCONX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM CONVERTIBLE SECURITIES R (PCVRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MONEY MKT FD CL A (PDDXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MULTIASSET ABSOLUTE RETURN R (PDMRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM DIVERSIFIED INCOME R (PDVRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2060 R6 (PEFGX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM EMERGING MARKETS EQUITY R (PEMLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM EMRG MKTS EQTY Y (PEMYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM LARGE CAP VALUE R (PEQRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM LARGE CAP VALUE R6 (PEQSX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL EQTY FD CL Y (PEQYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM HIGH YIELD R (PFJAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FLOATING RATE INCOME R (PFLLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL INCOME R (PGBRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GOVERNMENT MONEY MARKET A (PGDXX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| GEORGE PUTNAM BALANCED FD CL Y (PGEYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FOCUSED EQTY FD CL R (PGIOX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM FOCUSED INTERNATIONAL EQUITY R6 (PGLEX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM FOCUSED INTERNATIONAL EQUITY R (PGLRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GROWTH OPPORTUNITIES R (PGORX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| GEORGE PUTNAM BALANCED R (PGPRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL TECH FD CL A (PGTAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL TECH FD CL R (PGTRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL TECH FD CL Y (PGTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MORTGAGE SECURITIES FUND CL R (PGVRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL HEALTH CARE R (PHSRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM GLOBAL HEALTH CARE FD CL Y (PHSYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTERNATIONAL SMALL CAP R (PICRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTERNATIONAL EQUITY R (PIERX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INCOME FUND CL R (PIFRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTERNATIONAL VALUE R (PIIRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTERNATIONAL SMALL CAP Y (PIVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MA TAX EXEMPT INCM Y (PMAYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MN TAX EXEMPT INCOME FD CL Y (PMNYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MORTGAGE OPPORTUNITIES A (PMORX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MORTGAGE OPPORTUNITIES Y (PMOYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE FUTURE R (PMVRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE FUTURE FUND CL Y (PMVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MULTI CAP CORE Y (PMYYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MULTICAP CORE R (PMYZX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTL VALUE FD CL A (PNGAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTL VALUE FD CL Y (PNGYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM NJ TAX EXEMPT INCOME FD CL Y (PNJYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE LEADERS R (PNORX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE LEADERS FUND CL Y (PNOYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM US RESEARCH A (PNRAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM NY TAX EXEMPT INCOME FD CL Y (PNYYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT ADVANTAGE MATURITY A (POMGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM OH TAX EXEMPT INCM FD CL Y (POTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM INTL EQTY Y CL Y (POVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM STRATEGIC INTERMEDIATE MUNI FD CL (PPNAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM PA TAX EXEMPT INCM Y (PPTYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SHORT DURATION BD FD CL R (PRARX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2035 R6 (PREGX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2040 R6 (PREHX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2045 R6 (PREKX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2050 R6 (PREUX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2055 R6 (PREVX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT MAT R6 (PREWX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM SUSTAINABLE RETIREMENT 2030 R6 (PREZX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM RETIREMENTREADY MATURITY R (PRMKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY MATURITY Y (PRMYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2055 A (PRRFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2050 FD CL A (PRRJX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2050 R (PRRKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT READY 2030 CL A (PRRQX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2030 FD CL Y (PRRTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2055 CL R (PRRVX) View Prospectus |
1 | $100.00 | $0.00 | $100.00 | $0.00 |
| PUTNAM RETIREMENT READY 2035 CL A (PRRWX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM US RESEARCH R (PRSRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2060 A (PRTFX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENT READY 2045 CL A (PRVLX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM RETIREMENTREADY 2045 Y (PRVYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SMALL CAP VALUE R (PSCRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM ULTRA SHORT DURATION INCOME R (PSDRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM ULTRA SHORT DURATION INCM FD CL A (PSDTX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SMALL CAP GROWTH R (PSGRX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SHORT TERM MUNI INCM A (PSMEX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SHORT TERM MUNI INCM Y (PSMYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SMALL CAP GROWTH FUND CLASS Y (PSYGX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM NY TAX EXEMPT INCOME FUND CL A (PTEIX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM TAX EXEMPT INCM Y (PTEYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM TAX FREE HIGH YIELD Y (PTFYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM NJ TAX EXEMPT INCOME CL A (PTNJX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM CORE BOND FUND R6 (PTREX) View Prospectus |
1 | $100,000.00 | $0.00 | $100,000.00 | $0.00 |
| PUTNAM FDS TR CORE BND FD CL R (PTRKX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM US RESEARCH Y (PURYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MORTGAGE SECURITIES FUND CL Y (PUSYX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MA TAX EXEMPT INCOME FUND CLASS A (PXMAX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM MN TAX EXEMPT INCOME FUND CL A (PXMNX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM OH TAX EXEMPT INCOME CL A (PXOHX) View Prospectus |
1 | $0.00 | $0.00 | $0.00 | $0.00 |
| PUTNAM SMALL CAP VALUE Y (PYSVX) 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.