Putnam Cap Spectrum;Y (PVSYX.O)

At A Glance

You hold PVSYX.O in 0 portfolios

Net Asset Value

38.40USD

 0.03 +0.08%

08/29/2014

Category
Mixed Equity
YTD Return (Cumulative)
 6.93%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 22.60%
Manager Benchmark
Lipper Flex Port Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since April, 2009 »

 PVSYX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPutnam Funds Class Y
Inception Date05/18/2009
Portfolio Turnover53%
Dividend Yield--
Fund ManagerDavid Glancy
Manager Tenure2009
Putnam Investment Management LLC
One Post Office Square
Boston, MA 02109

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio1.02%
Max 12b-1 Fee Ratio--
Early Redemption Fee0.00%
Initial Investment$500
Subsequent Investments$0
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks total return by investing mainly in equity and fixed income securities of leveraged U.S. companies that it believes have favorable investment potential. The fund invests mainly in small and midsized leveraged companies, although it can invest in companies of any size and in companies that are not leveraged.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
152
Consistent Return
 
147
Capital Preservation
 
3518
Low Expense
 
43
Tax Efficiency (U.S. only)
 
152

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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