Putnam Asset Allocation: Growth A
One Post Office Square Boston MA 02109
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Phone: 800-225-1581
| Category: | Large Blend | | Fund Family: | Putnam | | Net Assets: | 1.56B | | Year-to-Date Return: | -11.13% | | Yield: | 1.12% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Feb-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: | $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 capital appreciation. The fund generally invests 65% to 95% of assets in equity securities and 5% to 35% in fixed income 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
(14-Dec-07):
| 0.14 | | Last Cap Gain
(14-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 71.30% |
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| Expense | PAEAX | Category
Avg | | Total Expense Ratio: | 1.14%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$922 | $577 | | 5 Yr Expense Projection*: |
$1,177 | $877 | | 10 Yr Expense Projection*: |
$1,903 | $1,739 |
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1.49% Nasdaq 
0.27%
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