Putnam Capital Opportunities Y One Post Office Square Mail Stop A 14 Boston MA 02109 Map
Phone: 800-225-1581
| Category: | Small Blend | | Fund Family: | Putnam | | Net Assets: | 322.39M | | Year-to-Date Return: | -13.37% | | Yield: | 0.88% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Oct-00 |
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Joseph P. Joseph
Lead Manager since
04-Feb-99 | | | Joseph is managing director, head of global core small cap equities, and portfolio manager with Putnam Investments, his employer since 1994. Prior to joining the firm, he was a managing director with Vert Independent Capital from 1993 to 1994. Before that, he was a manager with Price Waterhouse from 1987 to 1993. He also was an articled clerk with Bramayya and Company from 1979 to 1984. |
| 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 |
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| The investment seeks long-term growth of capital. The fund primarily invests in common stocks of U.S. companies that it believes have favorable investment potential. It invests mainly in small- and mid-sized companies. The fund may invest in foreign securities. |
| Last Dividend
(5-Dec-07):
| 0.08 | | Last Cap Gain
(5-Dec-07):
| 0.94 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 92.83% |
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| Expense | PYCOX | Category Avg | | Total Expense Ratio: | 0.98%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$312 | $592 | | 5 Yr Expense Projection*: |
$542 | $968 | | 10 Yr Expense Projection*: |
$1,201 | $1,933 |
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