Putnam Equity Income Fund
By Staff Writer800-225-1581 o www.putnaminv.com Ticker: PEYAX Manager: Bartlett R. Geer Manager's tenure: 4 years Fund started: June 15, 1977 Min. initial investment: $500 Load (front-end): 5.25% 12(b)-1 fee: 0.25% Net assets: $3.19 billion P/E ratio:...
October 01, 2004
Getting Over ItThe problem that I believe requires the most immediate and thorough response is the growing reach of the individual Alternative Minimum Tax. This problem is...
October 01, 2004
The Contenders: Election 2004The Presidential election is only weeks away now, and it's still anyone's guess as to whether George Bush will be reelected on Nov. 2 or...
October 01, 2004
Bedrock ValueThere have been a lot of rumblings in the last few months about the need to shift client portfolios from small- and mid-cap stocks to...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
October 01, 2004
Cut To FitThe number of affluent individuals in the United States and worldwide continues to expand, bringing a host of new clients seeking professional guidance from an...
October 01, 2004
Clean TeamWhen it comes to client services and financial planning, Mike Leonetti believes two heads are better than one. In fact, his firm goes so far...
October 01, 2004
Are Hedge Funds Worth It?In a rebounding stock market, hedge funds may not be the first to benefit, but in the long run they are certainly worthwhile, according to...
