Putnam Asset Allocation: Balanced Y
One Post Office Square Boston MA 02109
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Phone: 800-752-9894
| Category: | Moderate Allocation | | Fund Family: | Putnam | | Net Assets: | 201.60M | | Year-to-Date Return: | -8.08% | | Yield: | 2.51% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Jul-94 |
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Jeffrey L. Knight
Lead Manager since
30-May-02 | | | Knight is managing director and chief investment officer of the global asset allocation team for Putnam Investments, his employer since 1993. Previously, he was employed with Coopers and Lybrand as a senior associate of tax services. Knight has more than ten years of investment experience. Knight holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return. The fund generally invests 45% to 75% of assets in equities and 25% to 55% in debt. The equity portion consists mainly of common stocks. It may adjust portfolio allocations form time to time within a certain rage for the fund to try to optimize a fund's performance consistent with its goal. |
| Last Dividend
(18-Sep-08):
| 0.10 | | Last Cap Gain
(8-Dec-00):
| 1.44 | | Annual Holdings Turnover
| 107.00% | | Average for Category:
| 71.15% |
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| Expense | PABYX | Category
Avg | | Total Expense Ratio: | 0.81%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$268 | $626 | | 5 Yr Expense Projection*: |
$466 | $953 | | 10 Yr Expense Projection*: |
$1,037 | $1,864 |
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1.49% Nasdaq 
0.27%
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