Putnam Hartford Capital Manager
Putnam Growth Opportunities Subaccount
The subaccount seeks capital appreciation.
- Highlights
- Holdings
Fund description
The subaccount invests in large U.S. companies with strong revenue and earnings growth prospects. Members of the management team target established companies that are believed to be leaders in their industries with the potential to grow rapidly. The fund's portfolio typically includes world-renowned businesses whose size and scale give them a competitive advantage.
Sales story
Seeking to harness the growth potential of large U.S. companiesA large-company focus: The fund invests in large U.S. companies, targeting those with a competitive edge in markets around the world and the potential to produce strong profits.A rigorous process: The fund's manager uses rigorous fundamental investment research to find opportunities and manage risk.A focus on quality: The manager seeks companies with solid management, sound financials, and products or services that are benefiting from growing demand.
Lipper ranking ‡ as of 07/31/17
Category: Large-Cap Growth Funds
| Percentile ranking | Rank/Funds in category | |
|---|---|---|
| 10 yrs. | 42% | 64/155 |
| 1 yr. | 41% | 81/201 |
| 3 yrs. | 69% | 135/197 |
| 5 yrs. | 40% | 77/193 |
Risk Characteristics as of 07/31/17
| Alpha (%) | -2.31 |
|---|---|
| Beta | 1.07 |
| R squared | 0.97 |
| Standard deviation (3 yrs.) | 11.75 |
This fund concentrates its assets in fewer stocks, which can affect your fund's performance. 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. Growth investing targets companies with above-average earnings that may be subject to price volatility if earnings expectations are not met.
‡ 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.