The Oklahoma Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II is an essential document that outlines the terms and conditions of the distribution plan for Class C shares in Oklahoma. It is designed to ensure transparency, compliance, and fair practices in the distribution and sale of mutual funds. Under this agreement, Putnam Mutual Funds Corp and Putnam High Yield Trust II come together to establish a comprehensive plan for the distribution of Class C shares specifically in the state of Oklahoma. This plan aims to provide investors with the necessary information regarding expenses, sales charges, redemption fees, and other relevant factors associated with Class C shares. The agreement outlines important details such as the specific sales charges applicable to Class C shares, including front-end loads or contingent deferred sales charges (CDs). It also explains how these charges may vary depending on the duration of the investor's holding period. The document should clearly state the processes and procedures for the calculation, collection, and distribution of sales charges. In addition, the agreement may provide a detailed breakdown of the fees, expenses, and other costs associated with managing and administering the Putnam High Yield Trust II. This may include investment advisory fees, administrative fees, shareholder service fees, and other financial obligations. It is important to note that there might be variations or specific editions of the Oklahoma Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II. These differences could arise due to updates in regulations, modifications in company policies, or changes in fund structures. Therefore, specific names or versions may be designated to differentiate between different iterations or amendments of the agreement. Overall, the Oklahoma Class C Distribution Plan and Agreement is a crucial document that ensures both the mutual fund company and investors are aware of their rights, responsibilities, and obligations regarding the distribution and sale of Class C shares in the state of Oklahoma. By adhering to this agreement, transparency and trust can prevail in the mutual fund industry, providing investors with the necessary information to make informed investment decisions.
Oklahoma Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II
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Although Putnam Investments itself is not a public company, GWL and Power are traded on the Toronto Stock Exchange.
The mutual fund trust is created by one or more Sponsors, who bring in the initial capital for the mutual fund business. HDFC is the sponsor of HDFC Mutual Fund. The beneficiaries of the mutual fund trust are the investors who invest in various schemes of the mutual fund. The collectively become the beneficiaries.
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.
Franklin Templeton is acquiring Putnam Investments from Great-West Lifeco, a deal that will combine two of the largest asset management firms in the U.S.
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.
As a foundation of the partnership, Franklin Templeton has entered into a definitive agreement to acquire Putnam Investments (?Putnam?) from Great-West for approximately $925 million2 of primarily equity consideration.
Putnam is headquartered in Boston, Massachusetts and has offices in London, Tokyo, Frankfurt, Sydney, and Singapore.