Putnam Equity Income Fund Y

Putnam Investments Fund Advisory 12-29-08.xls
Putnam Equity Income Fund Cl Y Putnam Capital Appreciation Fund Cl A Putnam Investors Fund Cl A Putnam Capital Appreciation Fund Cl B Putnam Investors Fund Cl B Putnam Capital Appreciation Fund Cl C Putnam Investors Fund Cl C Putnam Capital Appreciation Fund Cl M ... Get Document

DC Plan Fund List 2015 March - Paul Hastings
Putnam Equity Income R6 PEQSX 14% 17% 20% Vanguard REIT Index 1 VGSNX 8% 8% 5% Mutual Fund Prospectuses, Mutual Fund Sheets and Fund Performance Information (including Portfolio Models) are available online at DC Plan Fund List 2015 March ... Fetch This Document

The Large Cap US Equity - Active Fund seeks to produce investment returns consistently greater than that of the S&P 500 Index, Morningstar classifies a fixed-income fund's interest-rate sensitivity based on the effective duration of the Morningstar ... Retrieve Full Source

Putnam Dynamic Asset Allocation Conservative Fund
Income equity funds, isk statistics are measure ing 3 an 5 -year regression nalysis respectively. Dynamic Asset Allocation Conservative Y Share Fund Fact Sheet Author: Putnam Investments Subject: This quarterly fact sheet provides performance information, ... Read Here

Value At Risk - Wikipedia
Value at risk (VaR) is a measure of the risk of loss for investments.It estimates how much a set of investments might lose (with a given probability), given normal market conditions, in a set time period such as a day. ... Read Article

Multi-Strategy Income Fund
Multi-Strategy Income Fund High Low Fund objectives, Putnam Advisory Company LLC Mortgages 5.0% 2015 Russell Boston Partners Global Investors, Inc‡ U.S. Equity-Small Cap Value 2.0% 2017 JO Hambro Capital Management Limited‡ UK Equity 5.0% 2015 Money Managers listed are ... Access This Document

Fiduciary - Wikipedia
When a fiduciary duty is imposed, equity requires a different, Both X and Y hold fiduciary duties to each other, disbursement, or action, with receipts of principal and income shown separately; (4) ... Read Article

SHARE CLASS AND SALES CHARGE INFORMATION – IVY FUNDS CHOOSING A SHARE CLASS Each class of shares has its own sales charge, Ivy Municipal High Income Fund Size of Purchase Sales Charge as Percent of Offering Price1 Sales Charge as Approx. Percent of Amount Invested ... Read Document

Putnam Dynamic Asset Allocation Conservative Fund
Fixed income and equity funds, risk statistics are measured using a 3 and 5-year regression analysis respectively. Dynamic Asset Allocation Conservative Y Share Fund Fact Sheet Author: Putnam Investments Subject: This quarterly fact sheet provides performance information, ... Fetch Full Source

W E Need Y Our V Ote - Proxy Direct
Putnam equity income fund putnam europe equity fund the putnam fund for growth and income putnam funds trust putnam absolute return 100 fund putnam absolute return 300 fund putnam absolute return 500 fund putnam absolute return 700 fund ... Access Full Source

The City Of San Diego Deferred Compensation Plan
Putnam Equity Income Y PEIYX 2.33 0.32 12.18 9.13 11.19 10.26 8.59 10/01/98 0.66 0.66 American Century Value R6 AVUDX 2.59 fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. ... Read Content

Invesco Growth And Income Fund Fact Sheet (PDF)
Invesco Growth and Income Fund Large-cap value Mutual Fund Retail Share Classes Data as of June 30, 2018 Investment Objective Equity Sector Breakdown (% of Total Net Assets) Financials 31.74 Energy 16.98 Health Care 15.56 Information Technology 10.93 ... Retrieve Document

ITEMS RECEIVED TOO LATE TO BE AGENDIZED - OCWD
Putnam Equity Income Y PEIYX Remove Red Flag : 457 (B) Portfolio on fund performances so the Retirement Committee and the Board of Directors can meet their fiduciary responsibilities in monitoring investment options in the District’s 401(a) ... Fetch Here

PLEASE READ: Important Fund And Account Changes To Your CItY ...
PLEASE READ: Important Fund and account changes American Century Equity Income Touchstone Focused Great-West US Govt Mortgage Secur Fund Putnam Income foreign equities8 Great-West MFS Intl Value Fund Oakmark International ... Access Document

OPEN YOUR RETIREMENT ACCOUNT - TIAA
% Oppenheimer Global Fund Mutual Fund OPPAX A % Putnam Equity Income Fund Mutual Fund PEIYX Y % Royce Total Return Fund Mutual Fund RYTRX Investment % T. Rowe Price Real Estate Fund Mutual Fund TRREX N/A % TIAA-CREF Mid-Cap Growth Fund Mutual Fund TRGMX Retirement ... Visit Document

Lipper 2014 3-Year Award Winners - The Wall Street Journal
Lipper 2014 3-Year Award Winners HULIX Huber Capital Equity Income Fund, PNGYX Putnam International Value Fund, Y International Large-Cap Value Funds Putnam Investment Management, LLC SAOIX Guggenheim Alpha Opportunity Series, ... Return Doc

Putnam RetirementReady Target-Date Fund Series Report 020 40
Strategic Glide Path Total Equity Exposure 100 80 60 40 20 0 % 0 20 40 60 80 100 Putnam RetirementReady Putnam fixed-income team's effort to proactively bet Putnam RetirementReady Target-Date Fund Series Report ... View Full Source

Inancial D IScloSure EPort
Financial D iScloSure r ePort Hartford Core Equity Fund Class I SP None Capital Gains $201 - $1,000 gfedcb UBS Brokerage Account ⇒ Putnam Equity Income Fund Y SHS (PEIYX) SP None Capital Gains $1 - $200 gfedcb UBS Brokerage Account ⇒ ... Content Retrieval

IBEW LOCAL 40-NECA 401(k) PLAN - Coast Benefits
Current income. d. Putnam Equity Income Fund (PAYAX) Growth & Incom e - This fund seeks the best of today’s income and capital growth primarily through income-producing stocks. Putnam Investments IBEW Local 40-NECA 401(k) ... Fetch This Document

International Equity Fund Statutory Prospectus
Putnam International Equity Fund Prospectus 10 | 30 | 14 Fund summary 2 After-tax returns reflect the historical highest individual federal marginal income tax rates and do not reflect state and local taxes. Actual after-tax returns depend on an investor’s tax ... Read More

Historical fund Name Guide - Putnam Investments
Historical fund name guide Energy Resources Trust* Renamed 7/1/94 Natural Resources Fund* Equity Income Fund Merged 9/10/93 Strategic Income Trust* George Putnam Fund of Boston Renamed 9/30/10 George Putnam Balanced Fund Global Equity Fund (Incubated) ... View Document