Putnam Convertible Income-Growth R
One Post Office Sq Mailstop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Convertibles | | Fund Family: | Putnam | | Net Assets: | 2.82M | | Year-to-Date Return: | 47.83% | | Yield: | 3.11% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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Robert L. Salvin
Lead Manager since
30-Dec-05 | | | Mr. Salvin is a Managing Director and Portfolio Manager on the Core Fixed Income High Yield team. Additionally, he is a Portfolio Member of the Convertible Income Growth Trust and High Yield Trust, and a co-Portfolio Leader of the High Income Securities Fund. Mr.Salvin joined Putnam in 2000 and has 18 years of investment industry experience. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks current income and capital appreciation. Its secondary objective is conservation of capital. The fund normally invests at least 80% of assets in convertible securities. It typically invests a significant portion of assets in convertibles that are rated below investment-grade. The fund invests mainly in midsize and large companies, and the convertible bonds bought by the fund typically have maturities of three years or longer. |
| Last Dividend
(28-Sep-09):
| 0.13 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 83.46% |
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| Expense | PCVRX | Category
Avg | | Total Expense Ratio: | %
| 1.42% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.09% | | Max Deferred Sales Load: | %
| 2.90% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $673 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,017 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,974 |
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