The Putnam Aggressive Growth Model Index is a benchmark administered by Putnam Management, comprising 67.5% the Russell 1000 Index, 18.75% the MSCI EAFE Index (ND), 7.5% the Russell 2000 Index, and 6.25% the MSCI Emerging Markets Index (ND). You cannot invest directly in an index.
The Russell 1000 Index is an unmanaged index comprised of approximately 1,000 of the largest companies in the Russell 3000 Index as measured by their market capitalization. The Russell 2000 Index is an unmanaged index comprised of approximately 2,000 of the smallest companies in the Russell 3000 Index as measured by their market capitalization. The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance in the global emerging markets.
Putnam Multi-Asset Model Portfolios invest in non-Putnam exchange-traded funds and exclusively in Putnam mutual funds. Putnam does not currently charge overlay fees for portfolio management of the Putnam Multi-Asset Model Portfolios; however, it earns fees from the Putnam mutual funds in which the Portfolios invest. Prior to making any investment or financial decisions, any recipients of this material should evaluate the overall fees and charges of the firm as well as the services provided.
Putnam Multi-Asset Model Portfolios are provided for illustrative and educational purposes only, do not constitute personalized investment advice or an investment recommendation from Putnam and are intended for use only by financial professionals, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. The implementation of, or reliance on, a model portfolio strategy is left to the discretion of the financial professional. Such financial professionals are responsible for making their own independent judgment as to how to use Putnam's Multi-Asset Model Portfolios. Putnam does not have investment discretion over or place trade orders for any portfolios or accounts derived from the Putnam Multi-Asset Model Portfolios. There is no guarantee that any investment strategy will be successful or achieve any particular level of results.
Investing involves risk, including the loss of principal. Risks apply to those underlying funds in the allocation of the models there is no guarantee the funds' investment objectives will be achieved. Our allocation of investments among the underlying funds may hurt performance. Therefore, the model portfolio's performance is subject to the risks that may affect the performance of the underlying funds. In addition, investors will bear the fees and expenses of the underlying funds included in the models. For more information about the risks and expenses associated with each underlying fund, go to its detailed fund information page or read the prospectus.