Putnam Classic Equity R
One Post Office Sq Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Large Value | | Fund Family: | Putnam | | Net Assets: | 20.00K | | Year-to-Date Return: | -14.77% | | Yield: | 1.39% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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David H. Calabro
Lead Manager since
01-May-08 | | | Calabro joined MFS Investment Management in 1992 as an equity analyst following food and beverage and computer software stocks. He has served as a senior vice president and portfolio manager since 1993. Prior to joining the firm, he spent eight years as an analyst and portfolio manager with another major investment management firm. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital growth and current income is secondary. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. The fund normally invests at least 80% of net assets in equity investments and mainly in mid-sized and large companies. |
| Last Dividend
(19-Dec-07):
| 0.16 | | Last Cap Gain
(19-Dec-07):
| 0.72 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 59.99% |
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| Expense | PCERX | Category
Avg | | Total Expense Ratio: | 1.41%
| 1.27% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$457 | $588 | | 5 Yr Expense Projection*: |
$793 | $902 | | 10 Yr Expense Projection*: |
$1,742 | $1,772 |
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1.49% Nasdaq 0.00%
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