George Putnam Fund of Boston Y
One Post Office Sq Mailstop A 14 Boston MA 02109
Map
Phone: 800-225-1581
| Category: | Moderate Allocation | | Fund Family: | Putnam | | Net Assets: | 255.70M | | Year-to-Date Return: | -18.12% | | Yield: | 5.04% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-94 |
|
Jeanne L. Mockard
Lead Manager since
10-Apr-00 | | | Mockard rejoined Putnam Investments as an equity analyst in 1990 and began managing portfolios in 1993. She previously worked for the firm as a client liaison from 1987 to 1988. She has nine years of investment experience. Mockard holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks to provide a balance investment composed of a well diversified portfolio of stocks and bonds which produce both capital growth and current income. The fund invests mainly in a combination of bonds and U.S. value stocks, with a greater focus on value stocks. It usually buys bonds of governments and private companies that are mostly investment-grade in quality with maturities of three years or longer. It invests mainly in large companies. |
| Last Dividend
(27-Aug-08):
| 0.17 | | Last Cap Gain
(26-Nov-07):
| 1.53 | | Annual Holdings Turnover
| 123.75% | | Average for Category:
| 71.15% |
|
| Expense | PGEYX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$233 | $623 | | 5 Yr Expense Projection*: |
$406 | $950 | | 10 Yr Expense Projection*: |
$906 | $1,859 |
|
|
1.58% Nasdaq 
1.21%
Profile
