5 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#24 in Moderate Allocation
U.S. News evaluated 249 Moderate Allocation 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 27.66 percent over the past year, and 21.79 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.5%|
|3 Years (Annualized)||21.8%|
|5 Years (Annualized)||N/A|
|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 High compared to funds in the same category according to Morningstar.