Putnam Funds Trust - Putnam Equity Spectrum Fund
Putnam Funds Trust
One Post Office Square
Boston MA 02109
800-225-1581
管理資訊
Jacquelyne J. Cavanaugh,自 2017年12月30日 起的牽頭經辦人
Ms. Cavanaugh is a Portfolio Manager of Putnam's global core equity, global financial, and research strategies, and an Assistant Portfolio Manager of the Capital Spectrum and Equity Spectrum strategies. In addition, she is an Analyst focusing on the global financial and U.S. health-care sectors. Ms. Cavanaugh is responsible for conducting fundamental analysis of and making buy/sell recommendations for companies in the global investment banking, global brokerage and insurance, alternative asset management, and managed care industries. She joined Putnam in 2011 and has been in the investment industry since 1995.
Prior to joining Putnam, Ms. Cavanaugh was a Leader of the Global Financials Team and a Senior Equity Analyst at Janus Capital Group from 2005 to 2011. Prior to this role, she served at Goldman Sachs & Co. as a Vice President, Asset Management, from 2003 to 2005 and as a Financial Analyst, Investment Banking Division, Media/Entertainment Group, from 1995 to 1998. Previous to these roles, Ms. Cavanaugh was an Associate in the Investment Banking Division, Media/Entertainment Group, at Donaldson, Lufkin & Jenrette from 2000 to 2002.
Ms. Cavanaugh has an M.B.A. from Harvard Business School, where she earned high distinction as a Baker Scholar, and has a B.A. from Brown University.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Mid-Cap Blend
基金家族Putnam
淨資產222.45M
本年度至今日回報-11.21%
收益率0.00%
晨星評級★★
成立日期2009年5月17日
基金運作
上次股息0.00
上次資本增益0.00
持股週轉率63.00%
組別平均無
費用與支出
支出PYSAX類別平均
年報支出比率 (淨值)0.41%0.94%
招股書淨支出比率0.41%無
招股書總支出比率0.41%無
最高 12b1 費用0.25%無
最高首次認購費5.75%5.32%
最高遞延銷售費用無1.16%
3 年支出預測699無
5 年支出預測792無
10 年支出預測1,063無
