George Putnam of Boston M
One Post Office Sq Mailstop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Moderate Allocation | | Fund Family: | Putnam | | Net Assets: | 83.35M | | Year-to-Date Return: | 20.44% | | Yield: | 4.12% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-94 |
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Raman Srivastava
Lead Manager since
29-Oct-04 | | | Mr. Srivastava is a managing director and team leader of the Portfolio Construction & Quantitative Research groups on the Core Fixed Income team. Mr. Srivastava has specialized in developing relative value tools, forecasting models, and a portfolio construction platform used to support the investment process within Putnam. Mr. Srivastava, who joined Putnam in 1999, is a CFA charterholder and has nine years of investment industry experience. |
| 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: | $0 |
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| The investment seeks to provide a balance investment composed of a well diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and U.S. value stocks, with a greater focus on value stocks. It usually buys bonds of governments and private companies that are mostly investment-grade in quality with maturities of three years or longer. It invests mainly in equities of large and midsize companies. |
| Last Dividend
(26-Aug-09):
| 0.09 | | Last Cap Gain
(25-Nov-08):
| 0.09 | | Annual Holdings Turnover
| 233.21% | | Average for Category:
| 81.32% |
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| Expense | PGEMX | Category
Avg | | Total Expense Ratio: | 1.70%
| 1.02% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 867 | $631 | | 5 Yr Expense Projection*: |
$ 1,241 | $951 | | 10 Yr Expense Projection*: |
$ 2,288 | $1,858 |
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0.83% Nasdaq 0.00%
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