Putnam Asset Allocation: Conserv M
One Post Office Square Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Conservative Allocation | | Fund Family: | Putnam | | Net Assets: | 11.37M | | Year-to-Date Return: | -5.27% | | Yield: | 3.05% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Feb-95 |
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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: | $500 | | Min Initial Investment, IRA: | $500 | | 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 consistent with preservation of capital. The fund generally invests 55% to 85% of assets in fixed income securities and 15% to 45% in equity securities. 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
(17-Jul-08):
| 0.03 | | Last Cap Gain
(8-Dec-00):
| 0.66 | | Annual Holdings Turnover
| 151.00% | | Average for Category:
| 60.08% |
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| Expense | PACMX | Category
Avg | | Total Expense Ratio: | 1.65%
| 0.98% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 3.50%
| 4.94% | | Max Deferred Sales Load: | 0.00%
| 2.78% | | 3 Yr Expense Projection*: |
$861 | $717 | | 5 Yr Expense Projection*: |
$1,231 | $1,107 | | 10 Yr Expense Projection*: |
$2,267 | $2,144 |
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0.29% Nasdaq 
0.14%
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