Nasdaq - Delayed Quote • USD
Putnam Funds Trust - Putnam Capital Spectrum Fund (PVSAX)
As of December 24 at 8:01 PM EST. Market Open.
Fund Summary
The investment seeks total return. The fund invests in equity and fixed-income securities, including floating and fixed rate bank loans, high-yield bonds, convertible securities, and both growth and value stocks, of companies of any size that the adviser believes have favorable investment potential. It may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities) and in companies that are not leveraged. The fund is non-diversified.
Putnam Funds Trust - Putnam Capital Spectrum Fund
Putnam Funds Trust
One Post Office Square
Fund Overview
Category | Allocation--70% to 85% Equity |
Fund Family | Putnam |
Net Assets | 388.47M |
YTD Return | -7.28% |
Yield | 1.03% |
Morningstar Rating | |
Inception Date | May 18, 2009 |
Fund Operations
Last Dividend | 0.30 |
Last Cap Gain | 0.00 |
Holdings Turnover | 88.00% |
Average for Category | -- |
Fees & Expenses
Expense | PVSAX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.31% | 0.71% |
Prospectus Net Expense Ratio | 0.31% | -- |
Prospectus Gross Expense Ratio | 0.31% | -- |
Max 12b1 Fee | 0.25% | -- |
Max Front End Sales Load | 5.75% | 4.99% |
Max Deferred Sales Load | -- | 1.43% |
3 Yr Expense Projection | 670 | -- |
5 Yr Expense Projection | 740 | -- |
10 Yr Expense Projection | 948 | -- |
Management Information
Jacquelyne J. Cavanaugh, Lead Manager since December 31, 2017
Ms. Cavanaugh is a Portfolio Manager of Putnam's global core equity, global financial, and research strategies, and an Assistant Portfolio Manager of the Capital Spectrum and Equity Spectrum strategies. In addition, she is an Analyst focusing on the global financial and U.S. health-care sectors. Ms. Cavanaugh is responsible for conducting fundamental analysis of and making buy/sell recommendations for companies in the global investment banking, global brokerage and insurance, alternative asset management, and managed care industries. She joined Putnam in 2011 and has been in the investment industry since 1995.
Prior to joining Putnam, Ms. Cavanaugh was a Leader of the Global Financials Team and a Senior Equity Analyst at Janus Capital Group from 2005 to 2011. Prior to this role, she served at Goldman Sachs & Co. as a Vice President, Asset Management, from 2003 to 2005 and as a Financial Analyst, Investment Banking Division, Media/Entertainment Group, from 1995 to 1998. Previous to these roles, Ms. Cavanaugh was an Associate in the Investment Banking Division, Media/Entertainment Group, at Donaldson, Lufkin & Jenrette from 2000 to 2002.
Ms. Cavanaugh has an M.B.A. from Harvard Business School, where she earned high distinction as a Baker Scholar, and has a B.A. from Brown University. Morningstar Style Box
Morningstar Category
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