Product Changes
Keep informed about upcoming and recently completed product changes.
Select a category to browse changes, then click a product name to view details. Products are listed alphabetically within each category.
Questions? Call us at (800) 342-5236.
Note: A reposition indicates a product is undergoing multiple changes, which may include a name change, updated investment strategy, revised policies, and/or changes to dividend frequency, among others.
Reorganizations
Franklin Total Return Fund: Reorganization
Putnam Focused Equity Fund: Mutual fund to ETF conversion
Putnam Income Fund: Mutual Fund to ETF Conversion
Putnam Mortgage Opportunities Fund: Mutual Fund to ETF Conversion
Putnam Mortgage Securities Fund: Mutual Fund to ETF Conversion
Putnam Short Duration Bond Fund: Mutual Fund to ETF Conversion
Liquidations
BrandywineGLOBAL-Dynamic US Large Cap Value ETF (DVAL): Upcoming Liquidation
BrandywineGLOBAL-U.S. Fixed Income ETF (USFI): Upcoming Liquidation
Franklin Multisector Income ETF (MULT): Upcoming Liquidation
Name Changes
Royce Smaller-Companies Growth Fund: Upcoming Name and Other Changes
Repositions
ClearBridge Small Cap Fund: Upcoming Name, Investment Policy and Other Changes
Franklin U.S. Large Cap Multifactor Index ETF (FLQL): Upcoming Name, Investment Policy and Other Changes
Putnam Sustainable Leaders Fund: Proposed Reposition and Proxy
Proxies
Franklin Focused Dynamic Growth ETF (FFOG): Proposed Policy Change and Proxy
Putnam Sustainable Leaders Fund: Proposed Reposition and Proxy
Completed
The following products have undergone changes within the last three months.
Franklin Focused Growth ETF (FFOG): Name and other changes
Putnam Dynamic Asset Allocation Balanced Fund: Name change
Putnam Dynamic Asset Allocation Conservative Fund: Name change
Putnam Dynamic Asset Allocation Growth Fund: Name change
Putnam Global Income Trust: Reorganized
Putnam Multi-Asset Income Fund: Name change
Putnam Retirement Advantage 2030 Fund: Name change
Putnam Retirement Advantage 2035 Fund: Name change
Putnam Retirement Advantage 2040 Fund: Name change
Putnam Retirement Advantage 2045 Fund: Name change
Putnam Retirement Advantage 2050 Fund: Name change
Putnam Retirement Advantage 2055 Fund: Name change
Putnam Retirement Advantage 2060 Fund: Name change
Putnam Retirement Advantage 2065 Fund: Name change
Putnam Retirement Advantage 2070 Fund: Name change
Putnam Retirement Advantage Maturity Fund: Name change
Putnam Retirement Advantage Plus 2030 Fund: Name change
Putnam Retirement Advantage Plus 2035 Fund: Name change
Putnam Retirement Advantage Plus 2040 Fund: Name change
Putnam Retirement Advantage Plus 2045 Fund: Name change
Putnam Retirement Advantage Plus 2050 Fund: Name change
Putnam Retirement Advantage Plus 2055 Fund: Name change
Putnam Retirement Advantage Plus 2060 Fund: Name change
Putnam Retirement Advantage Plus 2065 Fund: Name change
Putnam Retirement Advantage Plus 2070 Fund: Name change
Putnam Retirement Advantage Plus Maturity Fund: Name change
Putnam Sustainable Future Fund: Reorganized
All investments involve risks, including possible loss of principal.
Before investing, your clients should carefully consider a fund’s investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at franklintempleton.com. Your clients should read it carefully.
Not FDIC Insured | May Lose Value | No Bank Guarantee