5 / 5 Stars
5 5 3 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#4 in Mid-Cap Blend
U.S. News evaluated 135 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.40 percent over the past year, 18.28 percent over the past three years, and 24.25 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.1%|
|3 Years (Annualized)||18.3%|
|5 Years (Annualized)||24.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund invests a majority of its assets in equity and fixed-income securities, including floating and fixed rate bank loans and both growth and value stocks, of leveraged U.S. companies of any size that the adviser believes have favorable investment potential. It may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities), in companies of any size and in companies that are not leveraged. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
Putnam Capital Spectrum Fund has an expense ratio of 1.27 percent.
Risk is Low compared to funds in the same category according to Morningstar.