Nasdaq - Delayed Quote USD
Putnam NJ Tax Exempt Income A (PTNJX)
8.45
+0.16
+(1.93%)
As of 8:09:22 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.01% |
| 5y Average Return | 1.29% |
| Number of Years Up | 29 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 10, 2025) | 9.97% |
| Worst 1Y Total Return (Apr 10, 2025) | -- |
| Best 3Y Total Return | 9.97% |
| Worst 3Y Total Return | -0.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PTNJX
Category
- YTD
- -0.61%
- 2.08%
- 1-Month
- -1.93%
- 0.44%
- 3-Month
- -0.61%
- 2.00%
- 1-Year
- 1.21%
- 6.87%
- 3-Year
- 1.45%
- 5.13%
- 5-Year
- 1.46%
- 3.28%
- 10-Year
- 1.99%
- 4.19%
- Last Bull Market
- 4.41%
- 6.23%
- Last Bear Market
- -3.78%
- 6.94%
Annual Total Return (%) History
Year
PTNJX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.61% | -- | -- | -- |
| 2024 | -0.07% | 0.19% | 2.62% | -0.95% |
| 2023 | 2.98% | -0.09% | -3.56% | 7.35% |
| 2022 | -5.89% | -3.78% | -3.51% | 4.41% |
| 2021 | -0.04% | 1.84% | -0.46% | 0.50% |
| 2020 | -2.35% | 2.41% | 2.01% | 2.83% |
| 2019 | 2.64% | 2.15% | 1.65% | 0.56% |
| 2018 | -0.93% | 0.79% | -0.02% | 1.23% |
| 2017 | 0.95% | 1.91% | 1.44% | 1.16% |
| 2016 | 1.58% | 2.64% | -0.27% | -3.65% |
| 2015 | 0.75% | -1.49% | 1.27% | 1.48% |
| 2014 | 3.34% | 2.30% | 1.50% | 1.43% |
| 2013 | 0.06% | -3.20% | -1.89% | -0.14% |
| 2012 | 2.08% | 2.06% | 2.20% | 0.55% |
| 2011 | -0.72% | 3.90% | 4.12% | 2.38% |
| 2010 | 1.24% | 1.76% | 3.48% | -4.48% |
| 2009 | 4.32% | 3.04% | 8.27% | -1.21% |
| 2008 | -0.38% | 0.58% | -3.45% | -1.33% |
| 2007 | 0.66% | -0.73% | 1.69% | 1.20% |
| 2006 | 0.10% | -0.01% | 3.44% | 1.05% |
| 2005 | 0.34% | 2.57% | 0.07% | 0.53% |
| 2004 | 1.22% | -2.36% | 3.37% | 1.22% |
| 2003 | 0.67% | 2.56% | 0.31% | 1.10% |
| 2002 | 1.09% | 3.45% | 3.31% | 0.02% |
| 2001 | 1.96% | 0.92% | 2.26% | -0.72% |
| 2000 | 2.57% | 1.24% | 1.99% | 4.11% |
| 1999 | 0.56% | -2.11% | -0.58% | -1.38% |
| 1998 | 0.82% | 1.10% | 2.28% | 0.59% |
| 1997 | 0.09% | 3.09% | 2.79% | 2.60% |
| 1996 | -2.10% | 0.82% | 2.15% | 2.83% |
| 1995 | 6.56% | 2.06% | 1.85% | 4.91% |
| 1994 | -5.39% | 0.69% | 0.45% | -2.11% |
| 1993 | 4.22% | 3.93% | 2.99% | 0.95% |
| 1992 | 0.20% | 3.82% | 2.61% | 1.83% |
| 1991 | 2.12% | 2.29% | 4.10% | 2.95% |
| 1990 | 2.27% | 0.69% | 3.74% | -- |
Rank in Category (By Total Return)
| YTD | 38 |
| 1-Month | 51 |
| 3-Month | 38 |
| 1-Year | 43 |
| 3-Year | 34 |
| 5-Year | 48 |
Load Adjusted Returns
| 1-Year | -2.83% |
| 3-Year | 0.08% |
| 5-Year | 0.63% |
| 10-Year | 1.57% |
Performance & Risk
| YTD Return | -2.01% |
| 5y Average Return | 1.29% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni New Jersey |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 138.88M |
| YTD Return | -0.61% |
| Yield | 3.11% |
| Morningstar Rating | |
| Inception Date | Oct 03, 2006 |
Fund Summary
The fund invests mainly in bonds that pay interest that is exempt from federal income tax and New Jersey 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.
Related Tickers
GMCFX GMO International Equity Fund
25.74
+5.67%
GMOIX GMO International Equity Fund
25.78
+5.66%
SAISX SA International Small Company
20.01
+5.09%
INIYX VanEck International Investors Gold Y
15.01
+4.89%
INIIX VanEck International Investors Gold I
20.50
+4.86%
FGADX Franklin Gold and Precious Metals Adv
26.73
+4.66%
FGPMX Franklin Gold and Precious Metals R6
27.18
+4.66%
FRGOX Franklin Gold and Precious Metals C
20.95
+4.65%
FKRCX Franklin Gold and Precious Metals A
24.34
+4.64%
USERX U.S. Global Investors Gold & Precious Metals Fund
15.15
+4.41%
FEURX First Eagle Gold R6
35.21
+3.83%
GEMNX GMO Emerging Markets R6
21.76
+3.52%
GEMEX GMO Emerging Markets I
21.71
+3.48%
SSHQX State Street Hedged Intl Dev Eq Idx K
115.04
+3.12%
CADOX Columbia Minnesota Tax-Exempt Inst2
18.84
+3.06%
CMNZX Columbia Minnesota Tax-Exempt Inst
18.85
+3.01%
CNYZX Columbia Strat New York Muncpl Inc Inst
25.09
+3.00%
CNTYX Columbia Strat New York Muncpl Inc Inst3
25.11
+2.99%
CNYRX Columbia Strat New York Muncpl Inc Inst2
25.03
+2.96%
CCAZX Columbia Strat CA Muncpl Inc Inst
25.94
+2.85%
CCXYX Columbia Strategic California Municipal Income Fund
26.08
+2.84%
PTIMX Performance Trust Municipal Bond Instl
22.05
+2.04%
TGCEX TCW Concentrated Large Cap Growth I Cl
26.89
-3.79%
FSHCX Fidelity Select Health Care Svcs Port
117.98
+0.87%
APDIX Artisan International Fund
27.93
+0.79%
AIVGX American Funds International Vntg F-3
16.64
+0.79%
FGRSX Federated Hermes Intl Leaders R6
36.73
+0.66%
FGFLX Federated Hermes Intl Leaders IS
36.79
+0.66%
NPSFX Nuveen Preferred Secs & Inc R6
15.20
+0.60%
ISCCX Federated Hermes Intl Small-Mid Co C
26.81
+0.56%
ISCAX Federated Hermes Intl Small-Mid Co A
39.73
+0.56%
ISCIX Federated Hermes Intl Small-Mid Co IS
41.04
+0.54%
NPSAX Nuveen Preferred Secs & Inc A
15.14
+0.53%
NPSRX Nuveen Preferred Secs & Inc I
15.16
+0.53%
UGTCX Victory Growth and Tax Strategy Fund
25.85
+0.51%
UGTAX Victory Growth and Tax Strategy Fund
26.07
+0.50%
UGTIX Victory Growth and Tax Strategy Fund
26.13
+0.50%
USBLX Victory Growth and Tax Strategy Fund
26.15
+0.50%
ICMPX Lazard International Quality Gr Instl
15.58
+0.45%
RCMPX Lazard International Quality Gr R6
15.59
+0.45%
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.72
+0.38%
GLIFX Lazard Global Listed Infrastructure Portfolio
16.14
+0.37%
FCIKX NYLI PineStone International Eq Inv Cl
15.67
+0.32%
FCIHX NYLI PineStone International Equity Cl P
15.73
+0.32%
FCIUX NYLI PineStone International Equity Cl I
15.74
+0.32%
GLFOX Lazard Global Listed Infrastructure Portfolio
16.15
+0.31%
AIFRX abrdn Global Infrastructure Instl
22.82
+0.26%
FCICX NYLI PineStone International Equity Cl C
15.51
+0.26%
FCIRX NYLI PineStone International Equity Cl A
15.68
+0.26%
FCIWX NYLI PineStone International Eq Cl R6
15.80
+0.25%
TEBRX Teberg
21.90
-3.74%
FNORX Fidelity Nordic
58.08
+0.19%
DPIIX Destra Flaherty & Crumrine Preferred and Income Fund
16.27
+0.18%
DPIAX Destra Flaherty & Crumrine Preferred and Income Fund
16.35
+0.18%
CNPIX Consumer Staples UltraSector ProFund Inv
74.21
+0.18%
CNPSX Consumer Staples UltraSector ProFund Svc
64.42
+0.17%
ARINX Archer Income
17.98
+0.17%
FTISX Fidelity Advisor Intl Small Cap M
29.87
+0.13%
VEGBX Vanguard Emerging Markets Bond Admiral
22.70
+0.13%
FISMX Fidelity International Small Cap
30.71
+0.13%
FPEAX First Trust Preferred Sec & Inc A
18.93
+0.11%
FICSX Fidelity Advisor Intl Small Cap C
28.79
+0.10%
FIASX Fidelity Advisor Intl Small Cap A
30.02
+0.10%
FIQIX Fidelity Advisor Intl Small Cap Z
30.88
+0.10%
FIXIX Fidelity Advisor Intl Small Cap I
30.92
+0.10%
MISMX Matthews EM Sm Coms Instl
20.92
+0.10%
MSMLX Matthews EM Sm Coms Inv
20.94
+0.10%
MIEIX MFS International Equity R6
34.07
+0.06%
FPEIX First Trust Preferred Sec & Inc I
19.12
+0.05%
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
FPEFX First Trust Preferred Sec & Inc F
19.20
+0.05%
CDSIX Calvert Short Duration Income Fund
15.72
0.00%
RWSNX Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMART") Fund
15.67
0.00%
GILHX Guggenheim Limited Duration Instl
24.44
0.00%
LPRKX BlackRock LifePath Dyn 2040 R
15.72
0.00%
LPHIX BlackRock LifePath Dyn 2045 Instl
16.49
0.00%
BSPIX iShares S&P 500 Index Institutional
616.62
0.00%
BSPAX iShares S&P 500 Index Investor A
616.48
0.00%
WFSPX iShares S&P 500 Index K
616.77
0.00%
LPHAX BlackRock LifePath Dyn 2045 Investor A
16.37
0.00%
LIPAX BlackRock LifePath Index 2050 Fund
21.54
0.00%
LIHIX BlackRock LifePath Index 2045 Fund
20.79
0.00%
MAIIX iShares MSCI EAFE International Index Fund
15.56
0.00%
FTMCX First Trust Multi-Strategy Cl C
23.90
0.00%
CDSRX Calvert Short Duration Income R6
15.72
0.00%
LPHKX BlackRock LifePath Dyn 2045 K
16.77
0.00%
LIKKX BlackRock LifePath Index 2040 Fund
19.37
0.00%
LPSFX BlackRock LifePath Dyn 2040 K
16.30
0.00%
LIPPX BlackRock LifePath Index 2050 Fund
21.51
0.00%
BSPGX iShares S&P 500 Index G
616.76
0.00%
LIVIX BlackRock LifePath Index 2055 Instl
22.31
0.00%
LPRPX BlackRock LifePath Dyn 2050 R
20.49
0.00%
LIVPX BlackRock LifePath Index 2055 Inv P
22.20
0.00%
LPVAX BlackRock LifePath Dyn 2055 Investor A
17.49
0.00%
CSDAX Calvert Short Duration Income A
15.61
0.00%
GILPX Guggenheim Limited Duration P
24.43
0.00%
GIKRX Guggenheim Limited Duration R6
24.43
0.00%
FTMIX First Trust Multi-Strategy Cl I
23.86
0.00%
BTMKX iShares MSCI EAFE Intl Idx K
15.58
0.00%
LPVRX BlackRock LifePath Dyn 2055 R
17.39
0.00%