Putnam Investments
Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state's plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager. For important disclosure, go to www.putnam.com/socialmedia Putnam Retail Management
Financial Services
Boston, MA, United States
About

Putnam Investments is a global money management firm with 75 years of investment experience.

Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios.

Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state's plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.

For important disclosure, go to www.putnam.com/socialmedia

Putnam Retail Management

Site Traffic
  • 212212 Global Rank
  • 41671
    United States
  • 234 K Estimated Visits
Traffic Sources
  • Search
    50.08%
  • Direct
    38.97%
  • Referrals
    10.20%
  • Social
    0.41%
  • Display
    0.34%
  • Mail
    0.00%
Geography Breakdown
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Alexa Traffic Data
Global Rank 169,523
225,082
United States Rank 38,464
39,760
United States Page Views 72.9%
15.4%
Top Countries
Top Search Keywords
  • Money Managers
  • Registered Investment Advisors
Mobile App Data
MixRank is the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn more.
  • 10 SDKs
  • 4.1 Avg. Rating
  • 5 Total reviews
  • App Url: https://itunes.apple.com/app/putnam-investments/id531788431
  • App Support: https://www.putnam.com/fundvisualizer/
  • Genre: Finance
  • Bundle ID: com.putnam.fundvisualizer
  • App Size: 11.9 M
  • Version: 8.9.0
  • Release Date: June 15th, 2012
  • Update Date: April 15th, 2021

Description:

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.

Features multiple charts for fund-to-fund or portfolio comparison:
- Table. Compare over 80 data points for side-by-side comparison.
- Mountain chart. Ability to focus on specific date ranges.
- Bar/line chart. Toggle between and line views, change Y-axis.
- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.
- Correlation chart. Assess the risk of high correlations with this chart.
- Sector. Shows details of how fund is represented by sector.
- Asset Allocation. See break-out of fund by asset allocation.
- Top holdings. Tap on a holding to see where it may overlap with other funds.
- Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals.

Try the new Fund Explorer tool and discover new investment opportunities!

Email, print, and share shareholder-approved PDFs with your saved charts.
Import your book of funds and portfolios automatically directly within the tool.

© 1998-2017, Putnam Retail Management

Daily Downloads Nov 01 - 30, 2024

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Abir Roy

Jan 12, 2015

Very useful

Very useful for an financial advisor.

Lynn132084

Oct 02, 2013

Simple, easy to use

This app is great for comparing funds when I'm meeting with clients or prospective clients. I especially like how quickly I can put together comparisons (it takes a few seconds) and portfolios. Pros: ease of use, simplicity, saving portfolios and comparisons from one session to another. Cons: some reports have too much information. I tend to use the bar graph output to avoid this problem.

Sameasthem

Aug 27, 2013

Not worth the time...ESP for FAs

The app doesn't work. If you're an FA it looks like Putnam is just after personal info. When I speak to my rep again I'll ask to be un registered. It's junk.

Reg Rep

Jun 14, 2013

Not User Friendly

The app is not user friendly and there isn't a Help option. Also, I called Putnam and they didn't know how the app worked. Historically, Putnam hasn't had trained personnel.

Nov 22, 2012

No support for Canadian funds

Seems like a great app. Please add support for Canadian funds.
StoreKit
StoreKit enables users to embed a store in their app. It also process financial transactions associated with the purchase of content and services.
WebKit
WebKit provides a set of classes to display web content in windows, and implements browser features such as following links when clicked by the user, managing a back-forward list, and managing a history of pages recently visited.
Assets Library Framework
In iOS and OS X, the Photos framework (formerly known as Assets Library framework) provides classes that support building photo editing extensions for the Photos app. In iOS, the Photos framework also provides direct access to the photo and video assets managed by the Photos app, including the iCloud Photo Library. Use this framework to retrieve assets for display and playback, edit their image or video content, or work with collections of assets such as albums, moments, and iCloud Shared Albums.
AudioToolbox
The Audio Toolbox framework provides interfaces for recording, playback, and stream parsing. In iOS, the framework provides additional interfaces for managing audio sessions.
Core Foundation Framework
Core Foundation is a framework that provides fundamental software services useful to application services, application environments, and to applications themselves. Core Foundation also provides abstractions for common data types, facilitates internationalization with Unicode string storage, and offers a suite of utilities such as plug-in support, XML property lists, URL resource access, and preferences.
Core Graphics
The Core Graphics framework is based on the Quartz advanced drawing engine. It provides low-level, lightweight 2D rendering with unmatched output fidelity. You use this framework to handle path-based drawing, transformations, color management, offscreen rendering, patterns, gradients and shadings, image data management, image creation, and image masking, as well as PDF document creation, display, and parsing.
Foundation Framework
The Foundation framework provides a base layer of functionality for apps and frameworks, including data storage and persistence, text processing, date and time calculations, sorting and filtering, and networking. The classes, protocols, and data types defined by Foundation are used throughout the macOS, iOS, watchOS, and tvOS SDKs.
Launch Services
macOS Launch Services is an API that enables a running app to open other apps or their document files, similar to the Finder or the Dock.Launch Services eliminates apps having to query the Finder to open an app, document, or URL for them. The macOS Finder itself uses Launch Services to perform such tasks. Because the Finder performs no additional processing beyond calling Launch Services, any client using Launch Services for these purposes behaves identically to the Finder.
MobileCoreServices
Use uniform type identifier (UTI) information to create and manipulate data that can be exchanged between your app and other apps and services using MobileCoreServices.
UIKit
The UIKit framework (UIKit.framework) provides the crucial infrastructure needed to construct and manage iOS apps. This framework provides the window and view architecture needed to manage an app’s user interface, the event handling infrastructure needed to respond to user input, and the app model needed to drive the main run loop and interact with the system.
Data sourced from MixRank, the most comprehensive database of mobile apps, developers, SDKs, technologies, services, and integrations. Learn More.
Ad Intelligence
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    33.78%
  • Standard
    44.59%
  • Direct
    21.62%
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Putnam Investments receives up to 0.27M pageviews per day, in countries such as United States.

They are headquartered at Boston, MA, United States, and have 23 advertising & marketing contacts listed on Kochava. Putnam Investments works with Advertising technology companies such as DoubleClick.Net, LinkedIn Ads, AppNexus, Bizo, Facebook Custom Audiences, Twitter Ads, Drawbridge, Google Floodlight Counter, ExactTarget, Microsoft Advertising, Teads, DemDex, Adobe Audience Manager Sync, eXelate, SiteScout, Tapad.