Putnam Capital Opportunities B
One Post Office Square Mail Stop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Small Blend | | Fund Family: | Putnam | | Net Assets: | 37.93M | | Year-to-Date Return: | 35.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-98 |
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Joseph P. Joseph
Lead Manager since
04-Feb-99 | | | Joseph is managing director, head of global core small cap equities, and portfolio manager with Putnam Investments, his employer since 1994. Prior to joining the firm, he was a managing director with Vert Independent Capital from 1993 to 1994. Before that, he was a manager with Price Waterhouse from 1987 to 1993. He also was an articled clerk with Bramayya and Company from 1979 to 1984. |
| 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: | N/A |
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| The investment seeks long-term growth of capital. The fund mainly invests in common stocks of small and midsize U.S. companies (growth or value stocks or both) that it believes have favorable investment potential. |
| Last Dividend
(18-Dec-98):
| 0.01 | | Last Cap Gain
(5-Dec-07):
| 0.94 | | Annual Holdings Turnover
| 58.18% | | Average for Category:
| 95.63% |
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| Expense | POPBX | Category
Avg | | Total Expense Ratio: | 2.16%
| 1.40% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 5.00%
| 2.35% | | 3 Yr Expense Projection*: |
$ 976 | $614 | | 5 Yr Expense Projection*: |
$ 1,359 | $991 | | 10 Yr Expense Projection*: |
$ 2,303 | $1,998 |
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1.86% Nasdaq 
0.01 (0.13%) 
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