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Putnam Multi-Cap Value A (PMVAX)


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Putnam Multi-Cap Value A

Putnam Investment FundsOne Post Office Square Mail Stop A 14Boston MA 02109
800-225-1581
Management Information
James A. Polk,Lead Manager since March 18, 2004
Mr. Polk is Portfolio Manager of Putnam Multi-Cap Value Fund. A CFA charterholder, Mr. Polk joined Putnam in 1998 and has been in the investment industry since 1994.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Value
Fund FamilyPutnam
Net Assets456.27M
YTD Return2.39%
Yield0.91%
Morningstar Rating★★★
Inception DateOct 31, 1999

Fund Operations

Last Dividend0.18
Last Cap Gain0.00
Holdings Turnover76.00%
Average for CategoryN/A

Fees & Expenses

ExpensePMVAXCategory Average
Annual Report Expense Ratio (net)1.07%1.13%
Prospectus Net Expense Ratio1.08%N/A
Prospectus Gross Expense Ratio1.08%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.26%
Max Deferred Sales LoadN/A1.65%
3 Yr Expense Projection900N/A
5 Yr Expense Projection1,138N/A
10 Yr Expense Projection1,820N/A