Putnam Convertible Income-Growth R
One Post Office Sq Mailstop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Convertibles | | Fund Family: | Putnam | | Net Assets: | 3.48M | | Year-to-Date Return: | -5.96% | | Yield: | 2.61% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Dec-03 |
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David L. King
Lead Manager since
01-Apr-02 | | | Mr. King is a managing director and senior portfolio manager on the Large Cap Value team. He is a member of the team responsible for managing large-cap value equity institutional portfolios. In addition, he is the Portfolio Leader of the New Value Fund, Convertible Income-Growth Trust, and High Income Securities Fund. He joined Putnam in 1983 as a securities analyst. He is a member of the Boston Security Analysts Society and has 24 years of investment experience. |
| 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: | $25 |
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| The investment seeks current income and capital appreciation. Its secondary objective is conservation of capital. The fund normally invests at least 80% of assets in convertible securities. It typically invests a significant portion of assets in convertibles that are rated below investment-grade. The fund invests mainly in midsize and large companies, and the convertible bonds bought by the fund typically have maturities of three years or longer. |
| Last Dividend
(26-Jun-08):
| 0.12 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 86.08% |
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| Expense | PCVRX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.41% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.04% | | Max Deferred Sales Load: | 0.00%
| 2.81% | | 3 Yr Expense Projection*: |
$409 | $643 | | 5 Yr Expense Projection*: |
$708 | $954 | | 10 Yr Expense Projection*: |
$1,556 | $1,828 |
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5.11% Nasdaq 0.00%
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