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These are the 18 most popular mutual fund categories. Find out the details and list of all funds from each category.
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In pursuing a positive total return, the advisor is generally intended to produce lower volatility over a reasonable period of time than has been historically associated with traditional asset classes that have earned similar levels of return over long historical periods. The fund aims to accomplish this objective by combining directional strategies and non-directional strategies. The directional strategies seek efficient, diversified exposure to investment markets. The non-directional strategies aim to provide positive returns that have minimal correlation with traditional asset classes.
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Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
Robert Schoen is Co-Head of the Global Asset Allocation (GAA) group at Putnam Investments. In partnership with other GAA co-heads, he is responsible for the overall strategy and positioning of Putnams GAA products. Roberts career in the investment industry began in 1990. He joined Putnam in 1997. Prior to joining Putnam (from 1992 to 1997), Robert was a self-employed Financial Consultant. He was Head of Research at an asset management company from 1990 to 1992. Robert has a BA from Tufts University and an MBA from New York University, Stern School of Business.
Mr. Vaillancourt is Co-Head of Global Asset Allocation (GAA). In partnership with the other GAA Co-Heads, he directs the overall strategy and positioning of Putnams GAA products. He is accountable for the research that drives the top-down views of GAA portfolios, including asset class, region, and sector decisions. His work also contributes to Putnams Capital Markets Outlook. In addition, Mr. Vaillancourt is a portfolio manager of GAA, multi-asset absolute return, and total return strategies. He joined Putnam in 1999 and has been in the investment industry since 1993. Prior to joining Putnam, Mr. Vaillancourt was a Research Associate, Taxable Fixed Income, at Fidelity Investments from 1996 to 1998 and an Assistant Portfolio Manager at Independence Investment Associates from 1993 to 1996. Mr. Vaillancourt earned an M.B.A. from the Booth School of Business at the University of Chicago and a B.S. from Northeastern University.
Mr. Fetch is a Co-Head of Global Asset Allocation. In partnership with other GAA Co-Heads, he directs the overall strategy and positioning of Putnams GAA products. He is accountable for GAA portfolio construction and risk management strategies. His work also contributes to Putnams Capital Markets Outlook. Since 2008, Mr. Fetch has served as a portfolio manager. He is responsible for managing Putnams GAA, multi-asset absolute return, and total return strategies. Mr. Fetch been in the investment industry since he first joined Putnam in 1994. After leaving to complete his M.B.A, he rejoined the firm in 2000. He earned an M.B.A. from the Booth School of Business at the University of Chicago and a B.A. from the University of Notre Dame.