Putnam Allstate Advisor Plus

Putnam Research Subaccount

The subaccount seeks capital appreciation.

  • Highlights
  • Performance
  • Holdings
  • Expenses

Fund description

The subaccount invests in stocks representing the best ideas of Putnam's global equity research analysts. The portfolio typically consists of large, U.S. companies believed to be worth more than their current stock prices indicate. The fund is managed with no predetermined style bias; its portfolio may contain both growth and value stocks.

Sales story

Seeking to capitalize on the expertise of Putnam's research teamA best-ideas fund: The fund represents the stock selections of Putnam's Global Equity Research Group, whose analysts cover more than 1,000 companies.A flexible strategy: The fund can own growth- or value-style stocks, allowing it to seek opportunities regardless of which style is in favor.A rigorous process: The fund's experienced managers use rigorous fundamental investment research to oversee the portfolio and manage risk.

Management team

Daily pricing as of 08/18/17

with optional enhanced death benefits
Unit Value $16.21873 $15.791907
Unit Value Change -0.014061 -0.013756

Lipper ranking ‡ as of 07/31/17

Category: Large-Cap Core Funds

  Percentile ranking Rank/Funds in category
10 yrs. 34% 46/137
1 yr. 9% 17/188
3 yrs. 44% 80/184
5 yrs. 17% 28/170

Variable annuities are long-term investments designed for retirement purposes. Withdrawals prior to age 59 1/2 may be subject to a 10% IRS penalty.The fund involves the risk that the stock prices of the companies in the portfolio will fall or will fail to rise. Many factors can adversely affect a stock's performance, including both general financial market conditions and factors related to a specific company or industry.

‡ Lipper is an industry research firm whose rankings are based on total return performance, vary over time, and do not reflect the effects of sales charges. Past performance is not indicative of future results.