The New York Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II is a comprehensive outline that governs the distribution of investment products offered by Putnam Mutual Funds Corp in the state of New York. Under this agreement, Putnam Mutual Funds Corp and Putnam High Yield Trust II establish the terms and conditions for distributing Class C shares of their respective mutual funds to investors in New York. Class C shares typically involve a back-end sales charge, known as a contingent deferred sales charge (CDs), that declines over time. The distribution plan outlines the fee structure, sales charge schedule, and various provisions related to the marketing and promotion of Class C shares. It also details the responsibilities of both parties involved, including Putnam Mutual Funds Corp as the fund sponsor and Putnam High Yield Trust II as the target mutual fund. The objective of the New York Class C Distribution Plan and Agreement is to provide a framework that ensures transparency, fair practices, and compliance with applicable laws and regulations in the distribution of mutual fund shares. It aims to protect investor interests by outlining clear guidelines for sales charges, disclosure requirements, and compensation practices. Different types or variations of the New York Class C Distribution Plan and Agreement may exist based on specific mutual funds offered by Putnam Mutual Funds Corp and Putnam High Yield Trust II. These variations could be influenced by factors such as investment strategies, asset classes, risk profiles, or fund objectives. However, without specific information on additional types available, it is difficult to provide further differentiation in this context. In summary, the New York Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II serves as a vital document that outlines the distribution framework for Class C shares of their mutual funds in New York. It prioritizes investor protection, regulates sales charges, and establishes guidelines for marketing and promotion activities.
New York Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
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Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.
Class C shares don't impose a front-end sales charge on the purchase, so the full dollar amount that you pay is invested. Often Class C shares impose a small charge (often 1 percent) if you sell your shares within a short time, usually one year.
Request a prospectus, a summary prospectus if available, or an offering statement from your financial representative, by calling Putnam at 1-800-225-1581, or click on the prospectus section.
Putnam is the only fund family ranked in the top 10 by Barron's across all time periods. Barron's list of Best Fund Families, 2023. Out of 47 firms (10 year), 49 firms (5 year), and 49 firms (1 year). Based on asset-weighted total return.
Putnam Investments ? ETFs, Mutual Funds, Institutional, and 529. Putnam is the only fund family ranked in the top 10 by Barron's across all time periods. Barron's list of Best Fund Families, 2023.
Founded in 1937, Putnam is a global asset management firm with $136 billion3 in AUM as of April 2023. Putnam has offices in Boston, London, Munich, Tokyo, Singapore and Sydney.
Putnam is headquartered in Boston, Massachusetts and has offices in London, Tokyo, Frankfurt, Sydney, and Singapore.