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Putnam New York Tax Exempt Income Fund Class A (PTEIX)

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7.91 0.00    0%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 531.08M
Type:  Fund
Market:  United States
Issuer:  Putnam
Asset Class:  Equity
Putnam NY Tax Exempt Income A 7.91 0.00 0%

PTEIX Overview

 
On this page you'll find an in-depth profile of Putnam New York Tax Exempt Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PTEIX among other information.
Category

Muni New York Long

Total Assets

531.08M

Expenses

0.41%

Inception Date

30561

Investment Strategy

The investment seeks as high a level of current income exempt from federal income tax and New York State and City personal income taxes as the adviser believes is consistent with preservation of capital. Under normal circumstances, the fund invests so that at least 90% of the fund's income distributions are exempt from federal income tax and New York State and City personal income taxes, except during times of adverse market conditions, when more than 10% of the fund's income distributions could be subject to these taxes.

Contact Information

Address One Franklin Parkway, Building 970, 1st Floor
San Mateo,CA 94403
United States
Phone +1 650 3122000

Top Executives

Name Title Since Until
Michael J. Conn Senior Vice President 2024 Now
Biography Mr. Conn has been a portfolio manager of Franklin Advisers, Inc since November 2020. He joined Franklin Templeton in 2006.
John Bonelli Vice President 2024 Now
Biography Mr. Bonelli is a Portfolio Manager and Research Analyst of Franklin Advisers, Inc. He joined Franklin Templeton Investments in 2010.
John Wiley Lead Portfolio Manager 2024 Now
Biography John Wiley, Senior Vice President, has been a lead portfolio manager since 1993. Wiley has been an analyst or portfolio manager with Franklin Templeton Investments, his employer since 1989. He holds the Chartered Financial Analyst designation.
Christopher S. Sperry Vice President 2024 Now
Biography Sperry has been an analyst or portfolio manager of Franklin Templeton Investments, his employer since 1996. Sperry holds the Chartered Financial Analyst designation.
Garrett Hamilton Portfolio Manager 2016 Now
Biography Mr. Hamilton has been employed by Putnam since 2016 as a Portfolio Manager. Prior to joining Putnam, Mr. Hamilton was a Portfolio Manager at BNY Mellon from 2010 to 2016.
Paul M. Drury Portfolio Manager 2002 Now
Biography Paul M. Drury is a Portfolio Manager in the Tax Exempt Fixed Income group. In this role, he is responsible for managing several sectors within the municipal market. He is also a Portfolio Manager of Putnam’s taxexempt funds. Mr. Drury, a CFA charterholder, has been in the investment industry since he joined Putnam in 1989.
Thalia Meehan Head, Portfolio Manager 2006 2016
Biography Ms. Meehan is a Portfolio Manager within Putnam's Tax Exempt Fixed Income Group. Ms. Meehan has served on the National Federation of Municipal Analysts' Board of Governors and is a member of Putnam's Diversity Advisory Council, the Boston Municipal Analyst Forum, and the Boston Security Analysts Society, as well as the Society of Municipal Analysts. In 2002, she received the Meritorious Service Award from the National Federation of Municipal Analysts. Ms. Meehan, who joined Putnam's Tax Exempt Bond Group in 1989, is a CFA charterholder.
Susan A. McCormack Portfolio Manager 2002 2016
Biography Ms. McCormack is a Portfolio Manager in the Tax Exempt Fixed Income group at Putnam. In this role, she is a Portfolio Manager of Putnam’s tax-exempt fixed-income funds. Ms. McCormack joined Putnam in 1994 as an analyst and moved into the role of Portfolio Manager in 1999. She is a CFA charterholder and has been in the investment industry since 1986.
Brad W. Libby Managing Director 2006 2009
Biography Brad W. Libby, Managing Director and Fixed Income Portfolio Manager/Credit Analyst of Wellington Management. Mr. Libby joined Wellington Management as an investment professional in 2010. Prior to joining Wellington Management, Mr. Libby is Senior Vice President and Tax Exempt Specialist on the Tax Exempt Fixed Income team. He is a Portfolio Member of Putnam's tax-exempt fixed income funds. He originally joined Putnam in 1996 as an Investment Associate in the Tax Exempt Fixed Income Group before leaving to pursue an M.B.A.; he returned as a Tax Exempt Bond Analyst in 2001.
James St. John Senior Vice President 2003 2007
Biography St. John is senior vice president and portfolio construction specialist in the tax-exempt fixed-income team at Putnam, his employer since 1998. Previously, he was an investment analyst for the University of Rochester’s Investment Office. He has more than five years of investment experience.
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