Putnam Income Strategies A
One Post Office Square Boston, MA 02109
Map
Phone: 800-225-1581
| Category: | Conservative Allocation | | Fund Family: | Putnam | | Net Assets: | 12.70M | | Year-to-Date Return: | 28.04% | | Yield: | 7.98% | | Morningstar Rating: |  | | Fund Inception Date: | 13-Sep-04 |
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Jeffrey L. Knight
Lead Manager since
30-Dec-04 | | | 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: | NaN | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income; capital appreciation is secondary consideration. The fund invests in a combination of bonds and common stocks of U.S. and non-U.S. companies. It invests in bonds with short- to long-term maturities that are either investment-grade or below investment-grade in quality. The fund also invests in other fixed-income securities. The allocation of investments is approximately 75% of net assets in fixed-income investments and approximately 25% of net assets in equity investments, the fund may adjust allocations within a range of 50% to 95% of net assets in fixed-income investments and 5% to 50% of net assets in equity investments. |
| Last Dividend
(22-Oct-09):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 144.95% | | Average for Category:
| 75.40% |
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| Expense | PISFX | Category
Avg | | Total Expense Ratio: | 0.79%
| 0.86% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 1,008 | $638 | | 5 Yr Expense Projection*: |
$ 1,389 | $979 | | 10 Yr Expense Projection*: |
$ 2,453 | $1,930 |
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