Address And Details

One Post Office Square , Canton, MA 02109
Fund Manager Paul Drury
Manager Tenure 19 Years 2 Months

Strategy And Objective

Putnam Ohio Tax Exempt Income Fund seeks as high a level of current income exempt from federal income tax and Ohio personal income tax as we believe is consistent with preservation of capital.We invest mainly in bonds that pay interest that is exempt from federal income tax and Ohio 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). Under normal circumstances, we invest at least 80% of the fund s net assets in tax-exempt investments. Tax-exempt investments are issued by or for states,territories or possessions of the United States or by their political subdivisions, agencies, authorities or other government entities, and the income from these investments is exempt from both federal and Ohio personal income tax. This investment policy cannot be changed without the approval of the fund s shareholders. We may consider, among other factors, credit, interest rate and prepayment risks, as well as general market conditions, when deciding whether to buy or sell investments.

Net Asset Value

as of 6:38 PM ET 09/21/2021

Performance

  • 1 Week
  • 0.00%
  • 1 Month
  • -0.32%
  • 3 Months
  • -0.43%
  • 1 Yr Return
  • +1.30%
  • 5 Yr Return
  • +1.41%

Equity Sector Breakdown

ConsumerDurables n/a
Energy n/a
Finance n/a
Health n/a
IndustrialCyclical n/a
NonDurables n/a
RetailTrade n/a
Services n/a
Technology n/a
Utilities n/a

Asset Allocation

Asset Type % Of Allocation
Bonds 97.43%
Other 2.57%
Stocks 0.00%
Cash 0.00%
Preferred 0.00%
Convertible 0.00%
ForeignStocks 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 350.00 K

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha -1.09 -1.13 -1.12
Beta 0.94 0.89 0.92
R Squared 0.98 0.98 0.98
Std Deviation 3.80 3.54 3.37
Sharpe Ratio 0.71 0.25 n/a

Purchase Information

as of 5:41 PM ET 09/20/2021
Minimum Initial n/a
Minimum Additional $99
Minimum Initial IRA $99

Performance

Timeframe Average Annual Current Performance Monthly As Of 08/31/2021 Average Annual Current Performance Quarterly As Of 05/31/2021 Avg Annual Current Performance Monthly As Of 08/31/2021 Avg Annual Current Performance Quarterly As Of 05/31/2021
1 Year
  • +2.98%
  • +4.25%
+2.98% +4.25%
3 Year
  • +3.82%
  • +3.68%
+3.82% +3.68%
10 Year
  • +2.75%
  • +2.95%
+2.75% +2.95%
Life Of Fund
  • +3.50%
  • +3.51%
+3.50% +3.51%

Top 10 Holdings

Symbol Company Name % Of Assets
n/a

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