Putnam Multi-Asset Income FundPMIVX

MUTUAL FUNDFranklin Templeton
Type
Mutual fund
Peer group
Allocation
Net assets
$851.8M
Expense ratio
0.48%
1-year return
+11.7%
3 years, a year
+11.1%
5 years, a year
—
Holdings
1,942

What it aims to do.

The fund seeks total return consistent with conservation of capital. Within the funds total return orientation, the fund seeks to provide current income, along with long-term capital appreciation.

Top 10 holdings.

Holding% of fund
FNMA or FHLMC4.29%
FNMA or FHLMC1.68%
NVDA NVIDIA Corp.1.66%
AAPL Apple, Inc.1.57%
FNMA or FHLMC1.47%
GOOGL Alphabet, Inc.1.36%
Gnma1.25%
FNMA or FHLMC1.09%
FNMA or FHLMC0.93%
MSFT Microsoft Corp.0.80%

More on PMIVX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.