Putnam Hartford Capital Manager

Putnam Capital Opportunities Subaccount

The subaccount seeks long-term growth of capital.

  • Highlights
  • Holdings

Fund description

The subaccount invests primarily in small and midsize companies, seeking hidden opportunities in stocks with growth potential that has been relatively unnoticed by investors. The portfolio can own growth and value stocks without a bias toward either style.

Sales story

Seeking opportunities in small and midsize companiesSmaller companies: Often overlooked by Wall Street analysts, the stocks of smaller companies can represent attractive opportunities to firms with strong research capabilities.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 manager uses rigorous fundamental investment research to find opportunities and manage risk.

Lipper ranking ‡ as of 03/31/17

Category: Small-Cap Core Funds

  Percentile ranking Rank/Funds in category
10 yrs. 83% 82/98
1 yr. 90% 125/138
3 yrs. 94% 125/132
5 yrs. 98% 126/128

Risk Characteristics as of 03/31/17

Alpha (%) -2.03
Beta 0.82
R squared 0.92
Standard deviation (3 yrs.) 13.19

The subaccount invests all or a portion of its assets in small to midsize companies. Such investments increase the risk of greater price fluctuations. 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.

‡ 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.