Putnam Ultra Short Duration Income Fund

Putnam Funds Trust

Actively managed global bond fund
$12.49B NAV
556 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Putnam Ultra Short Duration Income Fund is an actively managed global bond fund.

Asset class
Bonds
Region
Global
Management
Actively managed
Fund type
Open-end fund
Credit quality
Investment grade
Rate sensitivity
Short duration

Fund profile

As filed in the prospectus · 2025 Q4

The fund seeks as high a rate of current income as the Investment Manager (as defined below) believes is consistent with preservation of capital and maintenance of liquidity.

Strategy · summarised

The fund invests in a diversified portfolio of short-duration, investment-grade fixed income securities including U.S. Treasuries, agency mortgage-backed bonds, corporate debt, municipal securities, asset-backed securities, and money market instruments, with effective duration generally not exceeding one year and dollar-weighted average maturity not expected to exceed four years. The fund may use derivatives for hedging and non-hedging purposes. Because portfolio composition depends on the Investment Manager's assessment of credit, interest rate, and prepayment risks alongside market conditions, returns will vary with those judgments.

Expenses
0.29% 0.82%across 6 share classes
Share classGrossNet
C0001053750.47%0.42%
C0001053770.87%0.82%
C0001053790.87%0.82%
C0001053800.37%0.32%
C0001180120.33%0.29%
C0002076660.62%0.57%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 61.00% · as of 2025 Q4

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.73%
of net assets
Bonds85.87%
Cash & short-term8.05%
Securitized5.81%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
International28.3%
Financials24.0%
Other18.7%
Cash7.9%
11 smaller21.2%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 88 new96 exited

Largest new: United States of America, AutoNation, Inc., AES Corp. (The), Alexandria Real Estate Equities, Inc., JPMorgan Chase & Co., Amazon.com, Inc., Agree LP, Banco Santander SA

Largest exited: AutoNation, Inc., Conagra Brands, Inc., Boeing Co. (The), Targa Resources Corp., AES Corp. (The), Bayer Corp., Jefferies Financial Group, Inc., United States of America

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+4.35%
3-year
+16.48%
5-year
+19.65%
Volatility
0.39%
Worst 3-yr fall
0.00%
Cumulative return· May 2023 – Apr 2026

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.54%
Avg maturity
2.05 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

48%
floating
Fixed rate52.1%
Floating rate47.9%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y22.8%
1-3y70.3%
3-5y5.9%
5-10y0.0%
10y+0.9%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

More of this fund’s sensitivity sits in credit spreads than in interest rates — a rate rally that comes with a credit selloff works against it.

Interest-rate duration
0.53 yr
approx. move per 100bp
Credit-spread duration
1.25 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -2.0%
of value
Credit spreads70%
Interest rates30%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+1.25
yrs total
Investment grade+1.24 yr
High yield+0.01 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate0.53 yr total
3 mo30 yr
3 mo0.06 yr11%
1 yr0.36 yr68%
5 yr0.09 yr17%
10 yr0.00 yr0%
30 yr0.02 yr4%
Credit spread1.25 yr total
3 mo30 yr
3 mo0.08 yr7%
1 yr0.81 yr65%
5 yr0.33 yr27%
10 yr0.00 yr0%
30 yr0.02 yr2%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.06+0.08+0.00$101.1k$3.6k
1 yr+0.36+0.81+0.00$1.01m$4.4k
5 yr+0.09+0.33+0.00$413.4k$20
10 yr+0.00+0.00+0.00$1.4k$799
30 yr+0.02+0.02+0.00$23.7k$666

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
United States of America3.38% · due 2028-02-291.01%$125.73M
AutoNation, Inc.0.93%$116.10M
AES Corp. (The)0.60%$75.20M
CaixaBank SA6.68% · due 2027-09-130.48%$60.35M
Citigroup, Inc.4.52% floating · due 2029-03-040.48%$60.18M
Alexandria Real Estate Equities, Inc.0.47%$58.41M
BNP Paribas SA3.50% · due 2027-11-160.47%$58.33M
CaixaBank SA4.63% · due 2029-07-030.46%$57.98M
Capital One Prime Auto Receivables Trust3.97% floating · due 2029-01-160.46%$56.99M
UBS Group AG4.28% · due 2028-01-090.45%$56.68M
Showing 10 of 556Sign in to see more

Top 10 positions are 5.81% of net assets, top 25 11.90%, across 232 issuers.

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