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† The benchmark shown is a "best fit" benchmark assigned by Morningstar.
Morningstar does not calculate benchmark performance for funds with a blended,
or combined primary benchmark. For more information on the Funds benchmark,
please click on the prospectus link above.

Powered by Morningstar.

Morningstar data is shown as of the most recent reporting period by each fund
family. Allocations may not equal 100% and will vary overtime. Assets contained
within "Other" category are not classified by Morningstar. All information
presented in this tool is for informational purposes only and is not intended to
be investment advice. The information is not meant to be an offer to sell or a
recommendation to buy any investment product. Unless otherwise noted,
performance is shown before sales charge. For more fund information, click the
prospectuses button.

All information is historical and not indicative of future results. Current
performance may be lower or higher than the quoted past performance, which
cannot guarantee results. Share price, principal value, and return will vary,
and you may have a gain or a loss when you sell your shares. Performance assumes
reinvestment of distributions and does not account for taxes. After-sales-charge
returns reflect the maximum sales charge applicable to the fund, which can be
found within the Table Chart. Performance may not reflect any expense limitation
or subsidies currently in effect. Short-term trading fees may apply. To obtain
the most recent month-end performance, visit Morningstar.com.

This material is for informational and educational purposes only. It is not a
recommendation of any specific investment product, strategy, or decision, and is
not intended to suggest taking or refraining from any course of action. It is
not intended to address the needs, circumstances, and objectives of any specific
investor. Putnam, which earns fees when clients select its products and
services, is not offering impartial advice in a fiduciary capacity in providing
this sales and marketing material. This information is not meant as tax or legal
advice. Investors should consult a professional advisor before making investment
and financial decisions and for more information on tax rules and other laws,
which are complex and subject to change.

© 1998-2021, Putnam Retail Management

Not FDIC insured | May lose value | No bank guarantee

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Analyze funds from across the industry

Evaluate more than 30,000 funds, ETFs, and indexes, using over 80 performance
and risk metrics, and compare funds and portfolios directly from your desktop or
tablet.

 * Make head-to-head comparisons of funds or create and model portfolios
 * Access from any modern web browser or from your iPad



Explore new investment opportunities

Use the fund explorer feature and find similar funds based on the same share
class and Morningstar category.

 * Filter your results to find potential new opportunities for your clients
 * Easily add any fund from the results page to a new comparison



Compare correlation to uncover hidden portfolio risk

Diversifying by market cap, geography, or investment style may not be enough.

The traditional model for building a diversified portfolio may not be adequate
in today's market. Adding small-cap stocks to a large-cap portfolio, combining
growth stocks with value stocks, or even supplementing a U.S.-focused fund mix
with international or emerging-market equities may not create the level of
diversification desired. The reason: high correlations across markets and
investment styles over the past several years.

Use FundVisualizer to compare the correlation between two portfolios and
fund-to-fund correlation to uncover hidden portfolio risk.



Create and model custom hypotheticals

Use the compare feature to create two portfolios and then model accumulation or
withdrawal outcomes by entering custom dollar amounts for periodic contributions
or withdrawals.



Easily import your fund data

Copy and paste, drag and drop, or browse and upload all your fund tickers and
portfolio allocations from a spreadsheet to save for easy comparisons later.



Model portfolio performance

Research the returns of different allocation models across a variety of
historical market conditions to see the impact of tweaks to your clients'
portfolio mixes.

 * Easily generate portfolio comparisons in just four clicks
 * Save comparisons to your personal library



Share with clients

Intuitive controls make it easy to create shareholder-approved reports
customized for your clients.

 * Download, save, and print client proposals
 * Email directly to your clients from the application



Build out your library of custom charts

Generate individual and custom portfolio comparisons, build a personal chart
library, and save to keep your research organized.

 * Use the platform you prefer: desktop or iPad
 * Save charts with custom names organized into custom folders




All information presented in this tool is for informational purposes only and is
not intended to be investment advice. The information is not meant to be an
offer to sell or a recommendation to buy any investment product.

All funds involve risk, and you can lose money. See the prospectus for details.
FundVisualizer is an award winning tool that can help you compare mutual funds,
screen ETFs and analyze portfolios. Check out our Site Map to learn more.

Your clients should carefully consider the investment objectives, risks,
charges, and expenses of a fund before investing. For a prospectus, or a summary
prospectus if available, containing this and other information for any fund,
please call Putnam Client Engagement Center at 1-800-354-4000. Your clients
should read the prospectus carefully before investing.

Not FDIC insured | May lose value | No bank guarantee

© 2011-2021, Putnam Retail Management