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Putnam Capital Spectrum A  PVSAX
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2014-06-30
Out of
Mid-Cap Blend Funds
Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance.
Morningstar?
Style Box™
What is this?
   Large
   Blend
  
  
As of 2014-03-31
Day Change
$ -0.12
  
NAV (2014-07-24)
$ 37.81
  
YTD Return % (2014-07-24)
5.64%
  
Total Assets ($ mil)
8,478
View Data Definitions
  Performance    
Growth of $10,000 Fund: Putnam Capital Spectrum A
(from 2009-05-18 to 2014-06-30) Category: Mid-Cap Blend
Index: S&P 500 TR USD
Total Annualized Returns % 1yr, 3yr and 5yr Returns as of 2014-07-24
Inception date: 2009-05-18 10yr and Inception Returns as of 2014-06-30
YTD Returns as of 2014-07-24
YTD 1 Year 3 Year 5 Year 10 Year Since Inception
(2009-05-18)
Fund 5.64 22.32 17.60 23.24 --- 23.78
+/- Category -0.13 4.61 4.12 5.39 --- ---
+/- S&P 500 TR USD -3.12 1.93 1.18 5.57 --- ---
  Standardized Return %   After Tax Returns % as of
  as of as of 2014-06-30   On Distribution 2014-06-30
On Distr &
Sales of Shrs
1 Yr Annualized --- 21.02   20.17 12.02
5 Yr Annualized --- 22.78   21.53 18.11
10 Yr Annualized --- ---   --- ---
Inception(2009-05-18) --- 22.35   22.35 ---
Max Front Load % Max Back Load % Net Exp Ratio % Gross Expense Ratio %
5.75 --- 1.27 1.27
The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-225-1581 or visit www.putnam.com.
  Portfolio Profile    
Asset Allocation
% of Net Assets
Cash 18.4
Stocks 77.3
Bonds 1.7
Other 2.5
Foreign Stocks 8.1
(as a % of Assets)
Data through 2014-03-31
 
Holding Status
Total Number of Stock Holdings 50 Turnover % 53
Total Number of Bond Holdings 22 30 Day SEC Yield % -0.46
% of Assets in Top 10 Holdings 44.67 ending as of 2014-06-30
View Data Definitions
Top 10 Holdings Sector P/E YTD
Return %
% of Net
Assets
DISH Network Corp 31.15 9.48 12.40
Jazz Pharmaceuticals PLC 36.10 13.24 6.05
General Dynamics Corp 13.59 29.02 5.11
EchoStar Corp --- 4.53 4.05
Cubist Pharmaceuticals Inc --- -9.03 3.61
Siemens AG 19.65 -5.52 3.45
Micron Technology Inc 13.14 55.77 2.70
JPMorgan Chase & Co 13.44 3.16 2.56
Japan Airlines Co Ltd --- --- 2.37
UnitedHealth Group Inc 13.70 14.65 2.37
Data through 2014-03-31
YTD Return through 2014-07-24
  Other Information
Fund Inception: 2009-05-18
Portfolio Manager  (Start Date)
David Glancy   (2009-05-18)
Mr. Glancy is a Portfolio Manager in the Small- and Mid-Cap Equities Group. He also works with the High Yield Group. Mr. Glancy’s responsibilities include management and analysis of investment opportunities across various capital structures of leveraged companies, including equity, bonds, and bank debt. He joined Putnam in 2009 and has been in the investment industry since 1987.
Sales Charge %
(taken from prospectus dated 2013-08-30)
Front: 5.75
Deferred: None
Expense Ratio % 1.27
based on net assets
(taken from annual report dated 2014-04-30)
Correspondence Information
One Post
One Post Office Square
Boston,  MA  02109
USA
Telephone:
800-225-1581
Data on this page does not include the fund's short positions (if any).
Show Data Definitions
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.