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Alabama Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II

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US-EG-9402
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Class C Distribution Plan and Agreement between Putnam Mutual Funds Corporation and Putnam High Yield Trust II dated July 16, 1999. 3 pages.

Alabama Class C Distribution Plan and Agreement is a comprehensive plan and agreement entered into between Putnam Mutual Funds Corp and Putnam High Yield Trust II, aimed at offering investors in Alabama an effective means of investing in mutual funds while ensuring compliance with relevant laws and regulations. This distribution plan specifically targets Class C shares, catering to the needs of investors with a shorter investment horizon. The Alabama Class C Distribution Plan and Agreement enables investors to access Putnam Mutual Funds Corp's and Putnam High Yield Trust II's mutual funds through a simplified and cost-effective process. Investors opting for Class C shares enjoy several benefits, such as the ability to invest without any front-end sales charges or transaction fees. Instead, an annual distribution fee, commonly referred to as a "level load fee," is charged throughout the investor's holding period. This agreement emphasizes the commitment of Putnam Mutual Funds Corp and Putnam High Yield Trust II to diligently provide Alabama investors with access to well-managed portfolios that meet their investment objectives. The Class C Distribution Plan ensures transparency, disclosure, and adherence to all applicable regulations and industry standards. It offers investors the opportunity to invest in a diversified range of assets, including equities, fixed-income securities, and money market instruments. Furthermore, the Alabama Class C Distribution Plan and Agreement outlines the specific terms and conditions that govern the distribution of Class C shares, including the calculation and payment of the level load fee. The agreement also includes details regarding investor communication, account management, and the provision of regular reports and statements to keep investors informed about the performance and holdings of the mutual funds. Different types of Class C Distribution Plans and Agreements may exist between Putnam Mutual Funds Corp and Putnam High Yield Trust II, catering to specific investor preferences or regulatory requirements. These variations can include different fee structures, redemption terms, or investment strategies. However, regardless of the specific type, all Class C Distribution Plans and Agreements aim to provide investors with access to reliable, transparent investment options delivered through a streamlined and compliant process. Investors in Alabama can rely on the Alabama Class C Distribution Plan and Agreement to facilitate their participation in Putnam Mutual Funds Corp's and Putnam High Yield Trust II's mutual funds, ensuring they have access to potential growth opportunities while meeting their specific investment objectives.

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FAQ

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 an active asset manager providing investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. Based in Boston, Putnam also has offices in Europe, Asia and Australia.

History. The firm was founded in 1937 by George Putnam, who established one of the first balanced mutual funds: The George Putnam Fund of Boston. Lawrence Lasser joined the company in 1969, and it became "one of the largest managers of mutual funds."

Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.

Putnam is headquartered in Boston, Massachusetts and has offices in London, Tokyo, Frankfurt, Sydney, and Singapore.

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.

The fixed income strategy includes funds with municipal bonds and tax-exempt bonds. Putnam Investment has more than 100 mutual funds and 60 institutional strategies across a range of asset classes and investment styles.

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.

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How to fill out Class C Distribution Plan And Agreement Between Putnam Mutual Funds Corp And Putnam High Yield Trust II? When it comes to drafting a legal form, ... Manage or update your mutual fund account information with these forms and applications (pdf format).Oct 14, 2023 — The purpose of this agreement is to outline the terms, conditions, and responsibilities of both parties involved, ensuring transparency and ... Tax-advantaged income The fund pursues above-average income free from federal income tax by investing in higher-yielding, lower-rated municipal bonds. Focus on ... Message from the Trustees, 1. About the fund, 2. Performance snapshot, 4. Interview with your fund's portfolio manager, 5. Your fund's performance, 11 ... Final distribution information will appear on your year-end tax forms. * Putnam High Yield Municipal Trust merged into the fund on February 19, 2008. 1 For some ... Bogle came out with the same type of plan. Mutual funds face great difficulty in enforcing their policies against late trading because for many accounts ... **Shares of Putnam Tax-Free High Yield Fund issued in connection with the ... All funds currently making payments under a class C distribution plan, except for ... Jan 24, 2023 — Final distribution information will appear on your year-end tax forms. 1 For some investors, investment income may be subject to the federal ... Putnam Diversified Income Trust seeks as high a level of current income as ... –0.80%. Class A after taxes on distributions and sale of fund shares, –4.22 ...

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Alabama Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II