PTHAX
Putnam Tax-Free High Yield Fund
Putnam Tax Free Income Trust
Expense ratio1
0.96%
Net assets2
$624.43M
Holdings2
474
Category
Muni Bond
2024 return3
11.74%

Investment objective & strategy

As of Nov. 26, 2024 · prospectus

Objective. Putnam Tax-Free High Yield Fund seeks high current income exempt from federal income tax.

Strategy. Investments We invest mainly in bonds that pay interest that is exempt from federal income tax (but that may be subject to federal alternative minimum tax (AMT)), are a combination of below-investment-grade and investment-grade securities, and have intermediate- to long-term maturities (i.e., three years or longer). Under normal circumstances, we invest at least 80% of the funds net assets in tax-exempt investments. This investment policy cannot be changed without the approval of the funds shareholders. Such tax-exempt investments in which the fund invests 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 federal income tax. We … Investments We invest mainly in bonds that pay interest that is exempt from federal income tax (but that may be subject to federal alternative minimum tax (AMT)), are a combination of below-investment-grade and investment-grade securities, and have intermediate- to long-term maturities (i.e., three years or longer). Under normal circumstances, we invest at least 80% of the funds net assets in tax-exempt investments. This investment policy cannot be changed without the approval of the funds shareholders. Such tax-exempt investments in which the fund invests 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 federal income tax. 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.

Allocation by sector

As of July 31, 2025 · N-PORT
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Portfolio moves

Apr 30, 2025 → Jul 31, 2025
Opened
47
Exited
19
Increased
4
Decreased
27
Unchanged
397

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

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Advisers

As of July 31, 2025 · N-CEN
FirmRole
Franklin Advisers, Inc. Adviser
Franklin Templeton Investment Management Limited Sub-adviser
Putnam Investment Management, LLC Sub-adviser

Footnotes

  1. Expense ratio as of November 26, 2024, from the fund's prospectus.
  2. Net assets and holdings count as of July 31, 2025, from the fund's N-PORT filing.
  3. Total return for calendar year 2024, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2024 (the latest prospectus does not yet chart this year).

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