Putnam Asset Allocation: Growth M
One Post Office Square Boston MA 02109
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Phone: 800-225-1581
| Category: | Large Blend | | Fund Family: | Putnam | | Net Assets: | 43.38M | | Year-to-Date Return: | -21.63% | | Yield: | 0.71% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-95 |
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Jeffrey L. Knight
Lead Manager since
30-May-02 | | | Knight is a managing director, deputy head of investments, and CIO of Putnams Global Asset Allocation team. Knight oversees the teams institutional and individual portfolios and asset allocation investment process for the multi-asset-class portfolios. He is the portfolio leader of Putnam Asset Allocation Funds, Income Strategies Fund, RetirementReady Funds, CollegeAdvantage Funds, Voyager Fund, and Growth Opportunities Fund, & Core Growth Equity. 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):
| 0.08 | | Last Cap Gain
(14-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 71.67% |
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| Expense | PAGMX | Category
Avg | | Total Expense Ratio: | 1.64%
| 1.11% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$855 | $572 | | 5 Yr Expense Projection*: |
$1,221 | $873 | | 10 Yr Expense Projection*: |
$2,247 | $1,733 |
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11.08% Nasdaq 0.00%
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