Putnam Capital Appreciation R
One Post Office Square Mailstop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Large Blend | | Fund Family: | Putnam | | Net Assets: | 220.00K | | Year-to-Date Return: | -21.09% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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James C. Wiess
Lead Manager since
20-Aug-04 | | | Mr. Wiess is a managing director and chief investment officer of Putnams U.S. Core effort. He is also the portfolio leader of the Tax Smart Equity Fund, Capital Appreciation Fund, and Investors Fund. He is a member of the team responsible for managing U.S. Core Equity and U.S. Core Concentrated Equity institutional portfolios. Mr. Wiess, who Putnam in 2000, has 23 years of investment experience. |
| 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 capital appreciation. The fund normally invests in common stocks; it may also invest in convertibles, preferred stocks, and debt securities that offer capital-appreciation potential. To select securities, management considers an issuer's financial strength, competitive position, and projected earnings and dividends. The fund may invest in companies of any size. |
| Last Dividend
(5-Dec-05):
| 0.05 | | Last Cap Gain
(5-Dec-07):
| 1.41 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 71.67% |
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| Expense | PCPRX | Category
Avg | | Total Expense Ratio: | 1.59%
| 1.11% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$502 | $572 | | 5 Yr Expense Projection*: |
$866 | $873 | | 10 Yr Expense Projection*: |
$866 | $1,733 |
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7.87% Nasdaq 
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