← All Mutual Funds

PUTNAM INVESTMENT FUNDS

CIK: 0000932101 Equity
Report date: 2026-04-23
AUM $365M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-23

About this Fund

Putnam Investment Funds is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for decades, providing a wide range of mutual funds to cater to the diverse needs of investors. With a strong focus on wealth management, the company offers an array of fund options, including equity, debt, hybrid, and money market funds, allowing investors to create a well-diversified portfolio that aligns with their investment objectives and risk tolerance. For investors seeking long-term growth, Putnam's equity funds provide exposure to a broad range of industries and sectors, while its debt funds offer a more conservative approach, investing in high-quality bonds and other fixed-income securities. The company's hybrid funds, on the other hand, combine the benefits of both equity and debt investments, making them an attractive option for those seeking a balanced portfolio. Additionally, Putnam's money market funds provide liquidity and low-risk investment opportunities, ideal for short-term goals or emergency funds. The company's Systematic Investment Plan (SIP) facility allows investors to invest a fixed amount of money at regular intervals, promoting disciplined investing and helping to reduce the impact of market volatility. Putnam's investor-centric approach is built on a deep understanding of the needs and goals of its clients, with a commitment to delivering exceptional investment results and personalized service. The company's experienced team of investment professionals, backed by robust research and analysis, works tirelessly to identify opportunities and mitigate risks, ensuring that investors' portfolios are optimized to achieve their financial objectives. With a long history of integrity, expertise, and innovation, Putnam Investment Funds has earned the trust of investors, who appreciate the company's transparent and investor-friendly approach to mutual fund investing. By leveraging its expertise in asset management and wealth management, Putnam Investment Funds has established itself as a trusted partner for investors seeking to achieve their financial goals, whether it's saving for retirement, funding a child's education, or building a legacy. The company's dedication to excellence, combined with its passion for delivering outstanding investment results, has made it a preferred choice among investors, who value the peace of mind that comes with investing in a reputable and reliable mutual fund company.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

1 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 LBTYK Liberty Global Ltd. Since 2026-05-10 N/A Equity (Common)
1.64%
 $5.99 470,300
Frequently Asked Questions — PUTNAM INVESTMENT FUNDS
What type of mutual fund is PUTNAM INVESTMENT FUNDS?
PUTNAM INVESTMENT FUNDS is a SEC-registered Equity fund, with $365M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, PUTNAM INVESTMENT FUNDS holds 1 portfolio positions, all detailed in the holdings table on this page.
What are PUTNAM INVESTMENT FUNDS's assets under management (AUM)?
PUTNAM INVESTMENT FUNDS has $365M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are PUTNAM INVESTMENT FUNDS's top holdings?
According to PUTNAM INVESTMENT FUNDS's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Liberty Global Ltd. . The complete list of all 1 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is PUTNAM INVESTMENT FUNDS's expense ratio?
Expense ratio data for PUTNAM INVESTMENT FUNDS is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find PUTNAM INVESTMENT FUNDS's SEC filings?
PUTNAM INVESTMENT FUNDS is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000932101. You can access all of PUTNAM INVESTMENT FUNDS's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000932101). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is PUTNAM INVESTMENT FUNDS's holdings data on StockSifting?
Holdings data for PUTNAM INVESTMENT FUNDS on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.