Nasdaq - Delayed Quote • USD
Putnam Funds Trust - Putnam Equity Spectrum Fund (PYSOX)
At close: December 24 at 8:01 PM EST
Fund Summary
The investment seeks capital appreciation. The fund invests in equity securities of companies of any size, including both growth and value stocks, that the managers believe have favorable investment potential. The adviser expects to invest in leveraged companies, which employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income, convertible or preferred equity securities, and whose fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). The fund is non-diversified.
Putnam Funds Trust - Putnam Equity Spectrum Fund
Putnam Funds Trust
One Post Office Square
Fund Overview
Category | Mid-Cap Blend |
Fund Family | Putnam |
Net Assets | 222.45M |
YTD Return | -11.55% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | May 18, 2009 |
Fund Operations
Last Dividend | 0.00 |
Last Cap Gain | 0.00 |
Holdings Turnover | 63.00% |
Average for Category | -- |
Fees & Expenses
Expense | PYSOX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 1.16% | 0.94% |
Prospectus Net Expense Ratio | 1.16% | -- |
Prospectus Gross Expense Ratio | 1.16% | -- |
Max 12b1 Fee | 1.00% | -- |
Max Front End Sales Load | -- | 5.32% |
Max Deferred Sales Load | 5.00% | 1.16% |
3 Yr Expense Projection | 668 | -- |
5 Yr Expense Projection | 838 | -- |
10 Yr Expense Projection | 1,199 | -- |
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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