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Putnam Small Cap Growth B (PNSBX)

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Putnam Small Cap Growth B

Putnam Funds TrustOne Post Office SquareBoston MA 02109
800-225-1581
Management Information
William J. Monroe,Lead Manager since March 30, 2017
Mr. Monroe is a Portfolio Manager and has been in the investment industry since 1996. Prior to joining Putnam, Mr. Monroe was a Senior Investment Analyst for Federated Investors from 2008 to 2012; a Senior Investment Analyst for American Century Investment Management from 2002 to 2008; an Investment Analyst for Mercer Investment Consulting from 1997 to 1999; and a Fund Accountant for Bisys Investment Services from 1996 to 1997. Mr. Monroe earned an M.B.A. from University of Chicago, Booth School of Business, and a B.S. degree in Finance from Miami University.
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

CategorySmall Growth
Fund FamilyPutnam
Net Assets149.14M
YTD Return7.79%
Yield0.00%
Morningstar Rating★★
Inception DateMar 17, 2002

Fund Operations

Last DividendN/A
Last Cap Gain3.00
Holdings Turnover66.00%
Average for CategoryN/A

Fees & Expenses

ExpensePNSBXCategory Average
Annual Report Expense Ratio (net)1.97%1.27%
Prospectus Net Expense Ratio2.01%N/A
Prospectus Gross Expense Ratio2.01%N/A
Max 12b1 Fee1.00%N/A
Max Front End Sales LoadN/A5.45%
Max Deferred Sales Load5.00%1.76%
3 Yr Expense Projection930N/A
5 Yr Expense Projection1,283N/A
10 Yr Expense Projection2,144N/A