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Colorado 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.

The Colorado Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II is a comprehensive agreement designed to outline the specific terms and conditions related to the distribution of Class C shares in the state of Colorado. Putnam Mutual Funds Corp and Putnam High Yield Trust II have carefully devised this plan to facilitate the efficient distribution of Class C shares to investors based in Colorado. Under this agreement, the companies aim to ensure compliance with the relevant regulatory requirements and maintain transparency in the distribution process. The Colorado Class C Distribution Plan encompasses various aspects, including sales charges, distribution fees, commissions, and other expenses associated with the distribution of Class C shares. The agreement delineates the specific terms and conditions related to these charges and fees, ensuring clarity and fairness for all parties involved. Moreover, the plan defines the targeted investor audience in Colorado for Class C shares, specifying the criteria for eligible investors. It outlines the investment objectives and strategies of the Putnam High Yield Trust II, enabling potential investors to make informed decisions based on their financial goals and risk tolerance. In addition to the general Colorado Class C Distribution Plan, there might be variants or specific sub-plans that cater to different investor segments or market conditions. Some possible types of distribution plans and agreements between Putnam Mutual Funds Corp and Putnam High Yield Trust II include: 1. Colorado Class C Distribution Plan for Institutional Investors: This plan might entail specific terms and conditions tailored to institutional investors such as pension funds, endowments, and foundations, taking into account their unique investment requirements and preferences. 2. Colorado Class C Distribution Plan for Retail Investors: This plan would focus on individual retail investors, offering investment options suitable for those seeking long-term capital appreciation or income generation with relatively lower investment amounts. 3. Colorado Class C Distribution Plan for Financial Advisors: This variant of the agreement could be designed to facilitate the distribution of Class C shares through financial advisors by specifying the compensation structure and sales practices applicable to them. Furthermore, it's important to note that the content provided is solely based on the given keyword "Colorado Class C Distribution Plan and Agreement between Putnam Mutual Funds Corp and Putnam High Yield Trust II."

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FAQ

Class C shares are often purchased by investors who have less than $1 million in assets to invest in a fund family and who have a shorter-term investment horizon, because during those first years Class C shares will generally be more economical to purchase, hold and sell than Class A shares.

Class C shares are level-load shares that don't impose a sales charge unless you sell too soon after your purchase (usually a period of a year). Instead, mutual funds charge an ongoing annual fee. C shares are probably best for short term investors of beyond one year and no more than three years.

Class C shares are a class of mutual fund share characterized by a level load that includes annual charges for fund marketing, distribution, and servicing, set at a fixed percentage. These fees amount to a commission for the firm or individual helping the investor decide on which fund to own.

Class C shares of a Fund acquired through automatic reinvestment of dividends or distributions will convert to Class A shares of the Fund on the Conversion Date pro rata with the converting Class C shares of the Fund that were not acquired through reinvestment of dividends or distributions.

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. Out of 47 firms (10 year), 49 firms (5 year), and 49 firms (1 year). Based on asset-weighted total return.

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.

Long-term investors (more than five years, at least, and preferably more than 10) will do best with class A share funds. Even though the front load may seem high, the ongoing, internal expenses of class A share funds tend to be lower than those of B and C shares.

Class C shares don't impose a front-end sales charge on the purchase, so the full dollar amount that you pay is invested. Often Class C shares impose a small charge (often 1 percent) if you sell your shares within a short time, usually one year.

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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, ... As a mutual fund investor, you pay ongoing expenses, such as management fees, distribution fees (12b-1 fees), and other expenses. Using the following ...Please complete the attached Putnam mutual fund account application to establish one of the registration types below. All references herein to the singular ... The fund's distributions will be taxed as ordinary income or capital gains unless you hold the shares through a tax-advantaged arrangement, in which case you ... Manage or update your mutual fund account information with these forms and applications (pdf format). ... Company makes changes to the Agreement and Declaration of Trust, the ... (C) Purpose of the Company Investment Management Company's sole business is investment ... The fund invests mainly in bonds that are obligations of U.S. companies, are below investment-grade in quality, and have intermediate- to long-term maturities. The fund invests in a diversified portfolio of fixed income securities comprised of short duration, investment-grade money market and other fixed income ... valued at fair value by Putnam Management. Distribution plan and payments to dealers. The Trust has adopted a Distribution Plan with respect to class IB. Class C shares redeemed within one year of purchase are subject to a 1.00% contingent deferred sales charge (CDSC). 2. The Fund's investment manager, ...

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