Putnam Investments

Tax-free income funds except Short-Term Municipal Income Fund and Strategic Intermediate Municipal Fund — class A

Amount invested	Sales charge	Dealer commission
Under $50,000	4.00%	3.50%
$50,000 to $100,000	3.25	2.75
$100,000 to $250,000	2.50	2.00
$250,000 to $500,000	—	1.00
$500,000 to $1 million	—	1.00
$1 million to $4 million	—	1.00
$4 million to $50 million	—	0.50
$50 million +	—	0.25

Short-Term Municipal Income Fund and Strategic Intermediate Municipal Fund — class A

Amount invested	Sales charge	Dealer commission
Under $50,000	2.25%	2.00%
$50,000 to $99,999	2.25	2.00
$100,000 to $249,999	1.25	1.00
$250,000 to $499,999	—	1.00
$500,000 to $999,999	—	1.00
$1 million to $4 million	—	1.00
$4 million to $50 million	—	0.50
$50 million and over	—	0.25

View all fund pricing

TAX CENTER

Learn more and get 2022 tax resources, including information about capital gains for 2022, year-end tax estimates, tax rates for 2023, and more.

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Active Insights

S&P 500 Index, earnings, and P/E multiple performance during U.S. recessions

Many investors believe that the U.S. is on the cusp of entering an economic recession. Our analysis looks at how the S&P 500 Index has performed during each U.S. recession since the mid-1950’s.

January 10, 2023

Wealth Management Ideas

Time to prepare for tax season

Prepare in advance for tax season to make the most of your tax filing.

January 27, 2023

FIND AND ANALYZE FUNDS

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Client portfolios can involve a wide range of investments — and decisions. Putnam is ready to help you.

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Equity Insights | February 1, 2023

The year ahead: Bad news and better markets

In our view, the biggest surprise in 2023 will be that, despite bad news, the market will finish higher.

Fixed Income Outlook | Capital Markets Outlook

Advisor Tech Tips

The potential for GPT in client communication

GPT could be a valuable tool for financial advisors looking to improve their client communications and efficiency.

January 18, 2023

Webcasts you may have missed

Putnam's portfolio managers and investment professionals offer their latest insights and take your questions about the markets and Putnam funds. If you missed any of our recent webcasts, replays are available.

2023 Market outlook and opportunities January 18, 2023

Post-election impact on year-end planning November 17, 2022

Breakdown of Midterm Elections November 10, 2022

Muni market with a pinch on SALT October 18, 2022

For more, or to see any upcoming webcasts, see our complete schedule

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