Back to top
more

Putnam Convertible Securities Fund Class Y: (MF: PCGYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:36 PM ET

$28.33 USD

+0.29 (1.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.76 63
3 months 5.14 58
6 months 8.65 64
1 Year 18.50 73
3 Year 13.05 58
5 Year 3.66 51
10 Year 11.51 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 111.43
Bear Market (10/07 - 2/09) -41.91
Bull Market (2/09 - 3/21) 577.07

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.21
5 Year 3.54
10 Year 10.21
Since Inception 7.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.16 9.58 6.18 -0.41
2024 2.46 1.05 6.70 2.17
2023 2.95 3.80 -3.82 7.36
2022 -6.30 -15.17 -0.74 3.52
2021 1.06 3.74 -0.35 -0.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.7612.2112.8910.36-18.344.2645.3024.64-3.0615.259.79
% Total Return Rel to Index 3.32-6.00-12.13-15.88-0.13-24.4126.90-6.841.33-6.54-2.14
% Total Return Rel to Peer 0.33-4.011.801.54-0.25-0.083.533.02-1.582.602.31
% Perf Quintile vs Peer* 3.005.000.002.003.003.002.002.004.002.002.00
% Dividends 0.000.740.440.280.290.200.430.480.540.540.53
% Yield 0.002.501.622.911.310.591.141.742.141.972.19
Capital Gains ($) 0.000.980.000.000.107.023.391.502.530.530.00
Expense Ratio 0.000.750.780.800.780.760.790.800.800.820.84

* 1 = Top 20%, 5 = Bottom 20%