Putnam Asset Allocation: Balanced B
One Post Office Square Boston MA 02109
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Phone: 800-225-1581
| Category: | Moderate Allocation | | Fund Family: | Putnam | | Net Assets: | 131.94M | | Year-to-Date Return: | 27.76% | | Yield: | 3.95% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Feb-94 |
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Jeffrey L. Knight
Lead Manager since
30-May-02 | | | Knight is a managing director, deputy head of investments, and CIO of Putnam?s Global Asset Allocation team. Knight oversees the team?s institutional and individual portfolios and asset allocation investment process for the multi-asset-class portfolios. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return. The fund generally invests 45% to 75% of assets in equities and 25% to 55% in debt. The equity portion consists mainly of common stocks. It may adjust portfolio allocations form time to time within a certain rage for the fund to try to optimize a fund?s performance consistent with its goal. |
| Last Dividend
(17-Sep-09):
| 0.05 | | Last Cap Gain
(8-Dec-00):
| 1.44 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 74.74% |
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| Expense | PABBX | Category
Avg | | Total Expense Ratio: | 1.93%
| 1.02% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ 921 | $632 | | 5 Yr Expense Projection*: |
$ 1,271 | $951 | | 10 Yr Expense Projection*: |
$ 2,128 | $1,857 |
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1.46% Nasdaq 
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