Putnam Asset Allocation: Growth A
One Post Office Square Boston MA 02109
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Phone: 800-225-1581
| Category: | Large Blend | | Fund Family: | Putnam | | Net Assets: | 1.13B | | Year-to-Date Return: | 30.22% | | Yield: | 3.55% | | Morningstar Rating: |  | | Fund Inception Date: | 08-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 capital appreciation. The fund generally invests 65% to 95% of assets in equity securities and 5% to 35% in fixed-income securities. 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
(18-Dec-08):
| 0.39 | | Last Cap Gain
(14-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 70.87% |
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| Expense | PAEAX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 923 | $774 | | 5 Yr Expense Projection*: |
$ 1,180 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,912 | $2,366 |
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1.86% Nasdaq 
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