Putnam Global Financial A
One PostOne Post Office SquareBoston MA 02109
Map
Phone: 800-225-1581
| Category: | Financial | | Fund Family: | Putnam | | Net Assets: | 16.27M | | Year-to-Date Return: | 7.32% | | Yield: | 0.56% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 17, 2008 |
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Jacquelyne Cavanaugh
Lead Manager since Jan 31, 2012 | | | Ms. Cavanaugh, who is an Analyst for Putnam Investment Management, LLC, joined the fund in February 2012. Before 2012, she was employed by Janus Capital Group as a Senior Equity Analyst (2005-2011). |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation.
The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include commercial and investment banks, savings and loan organizations, brokerage and asset management firms, insurance companies and real estate investment trusts and real estate investment and development companies. It may also use derivatives, and may engage in short sales of securities. The fund is non-diversified. |
| Last Dividend
(Dec 20, 2012)
:
| 0.07 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 68.00% | | Average for Category: | 95.63% |
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| Expense | PGFFX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.41% | 1.62% | | Prospectus Net Expense Ratio: | 1.41% | N/A | | Prospectus Gross Expense Ratio: | 2.19% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.75% | 5.12% | | Max Deferred Sales Load:
| N/A | 2.23% | | 3 Yr Expense Projection*: | 1,150 | 765 | | 5 Yr Expense Projection*: | 1,615 | 1,203 | | 10 Yr Expense Projection*: | 2,896 | 2,345 |
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0.05(0.36%) May 24