Putnam Allstate Advisor Preferred

Putnam Capital Opportunities Subaccount

The subaccount seeks long-term growth of capital.

  • Highlights
  • Performance
  • Holdings
  • Expenses

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.

Management team

Daily Pricing as of 05/27/16

with optional enhanced death benefits
Unit Value $24.616324 $24.1301
Unit Value Change 0.168877 0.165442

‡ Lipper Ranking as of 04/30/16

Category: Small-Cap Core Funds

  Percentile ranking Rank/Funds in category
10 yrs. 71% 63/89
1 yr. 97% 127/131
3 yrs. 97% 123/127
5 yrs. 98% 119/121

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.

You can lose money by investing in a fund. Any given fund may not achieve its goal, and is not intended as a complete investment program. All funds have risk. The value and/or returns of a portfolio will fluctuate with market conditions. You may have more or less than the original amount invested when you redeem your shares.

‡ 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.