Putnam Convertible Securities Y (PCGYX)
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Putnam Convertible Securities Y
Boston MA 02109
One Post Office Sq Mailstop A 14
Putnam Convertible Income Growth Trust
Management information
Robert L. Salvin,Lead manager since 27 February 2006
Mr. Salvin is a Portfolio Manager of Putnam's global credit strategies. He is responsible for managing convertible securities, U.S. high-yield, global high-yield, and floating rate loan strategies. Mr. Salvin joined Putnam in 2000 and has been in the investment industry since 1986.
Prior to joining Putnam, Mr. Salvin was a Managing Director at BancBoston Robertson Stephens from 1997 to 1999, a Director at SBC Warburg Inc. from 1996 to 1997, an Associate at Chase Securities from 1993 to 1996, and an Analyst at Broadview Associates from 1986 to 1991.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryConvertibles
Fund familyFranklin Templeton Investments
Net assets515.19M
YTD return2.25%
Yield1.35%
Morningstar rating★★★
Inception date30 Nov 2003
Fund operations
Last dividend0.09
Last cap gain-14.00
Holdings turnover64.00%
Average for categoryN/A
Fees and expenses
ExpensePCGYXCategory average
Annual report expense ratio (net)0.69%1.13%
Prospectus net expense ratio0.69%N/A
Prospectus gross expense ratio0.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A4.33%
Max deferred sales loadN/A1.57%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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