Note: The following information has not been updated by the vendor since 03/11/05.
Address: | One Post Office Square |
Boston, MA 02109 | |
Additional Phone #: | 617 292 1000 |
Website: | www.putnaminvestments.com |
Click link to request additional product information. | |
E-mail address: | via website only |
Fund | Expenses | Performance | Additional Comments
Fund TOP |
Fund name: George Putnam Fund of Boston A |
Symbol: PGEOX |
Portfolio contains these types of investments: ExxonMobil - US Treasury Note SBC Comms - AT & T - Citigroup - FNMA Debenture Hewlett-Packard - Bell Atlantic - IBM - GTE - |
Minimum Investment: $500 |
1-Year Profit Projection: NA |
Brief fund description: George Putnam Fund of Boston - Class A seeks capital appreciation and current income. The fund may invest in any type of security; ordinarily, it invests no more than 75% of assets in common stocks and convertibles. The fund may invest the balance in debt obligations or money-market instruments. The debt portion may not contain securities rated lower than B. The fund may invest up to 20% of assets in foreign securities, including emerging markets; Eurodollar certificates are not subject to this percentage limitation. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; M shares have lower front loads and higher 12b-1 fees than Class A. |
|
Annual expense ratio: 0.93 |
Tax Efficiency: NA |
Load Type:
|
Load Percentage: 5.75 |
|
Performance 3 Months: -0.1 |
Performance Year to Date: -0.1 |
Performance 12 Months: -6.9 |
Performance 3 Years: 5.90 |
Performance 5 Years: 11.7 |
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Fund Features: N/A |
Fund Strategy: N/A |
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