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Putnam Funds Trust - Putnam Equity Spectrum Fund (PYSAX)

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36.18+0.10 (+0.28%)
At close: 09:01PM EDT

Putnam Funds Trust - Putnam Equity Spectrum Fund

Putnam Funds Trust

One Post Office Square

Boston MA 02109

800-225-1581
Management Information
Jacquelyne J. Cavanaugh,Lead Manager since December 30, 2017
Ms. Cavanaugh is a Portfolio Manager of Putnam's global core equity, global financial, and research strategies, and an Assistant Portfolio Manager of the Capital Spectrum and Equity Spectrum strategies. In addition, she is an Analyst focusing on the global financial and U.S. health-care sectors. Ms. Cavanaugh is responsible for conducting fundamental analysis of and making buy/sell recommendations for companies in the global investment banking, global brokerage and insurance, alternative asset management, and managed care industries. She joined Putnam in 2011 and has been in the investment industry since 1995. Prior to joining Putnam, Ms. Cavanaugh was a Leader of the Global Financials Team and a Senior Equity Analyst at Janus Capital Group from 2005 to 2011. Prior to this role, she served at Goldman Sachs & Co. as a Vice President, Asset Management, from 2003 to 2005 and as a Financial Analyst, Investment Banking Division, Media/Entertainment Group, from 1995 to 1998. Previous to these roles, Ms. Cavanaugh was an Associate in the Investment Banking Division, Media/Entertainment Group, at Donaldson, Lufkin & Jenrette from 2000 to 2002. Ms. Cavanaugh has an M.B.A. from Harvard Business School, where she earned high distinction as a Baker Scholar, and has a B.A. from Brown University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Blend
Fund FamilyPutnam
Net Assets222.45M
YTD Return-11.21%
Yield0.00%
Morningstar Rating★★
Inception DateMay 17, 2009

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover63.00%
Average for CategoryN/A

Fees & Expenses

ExpensePYSAXCategory Average
Annual Report Expense Ratio (net)0.41%0.94%
Prospectus Net Expense Ratio0.41%N/A
Prospectus Gross Expense Ratio0.41%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.32%
Max Deferred Sales LoadN/A1.16%
3 Yr Expense Projection699N/A
5 Yr Expense Projection792N/A
10 Yr Expense Projection1,063N/A