Nasdaq - Delayed Quote USD
Putnam PA Tax Exempt Income A (PTEPX)
8.30
-0.03
(-0.36%)
At close: 8:09:29 AM EDT
Fund Summary
The fund invests mainly in bonds that pay interest that is exempt from federal income tax and Pennsylvania personal income tax (but that may be subject to federal alternative minimum tax (AMT)), are investment-grade in quality, and have intermediate- to long-term maturities (i.e., three years or longer). It invests at least 80% of the fund's net assets in tax-exempt investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 30 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -2.42% |
| 5y Average Return | 0.54% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PTEPX | Category Average | PTEPX | Category Average | PTEPX | Category Average | |
| Alpha | 0.09 | -0 | 0.27 | -0 | -0.27 | -0 |
| BETA | 1.13 | 0.01 | 1.1 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.19 | 0 | 0.12 | 0 | 0.16 | 0 |
| R-squared | 98.19 | 0.94 | 97.84 | 0.93 | 96.6 | 0.92 |
| Standard Deviation | 8.17 | 0.04 | 7.04 | 0.04 | 5.47 | 0.04 |
| Sharpe Ratio | -0.29 | 0.01 | -0.19 | 0 | -0.01 | 0.01 |
| Treynor Ratio | -2.47 | 0.04 | -1.47 | 0.02 | -0.18 | 0.03 |
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