World View

At A Glance

Fund name: Global Growth Fund (PEQUX)
Managed by: Putnam
Investment Management Lead portfolio manager: Robert Swift
Holdings include: Lucent Technologies Inc., Microsoft, Nokia, Vodafone
Total assets: $5.4 billion
Average annual return:13.03% (since its inception in 1967)
Maximum load: 5.75% on Class A shares
Total expense ratio: 1.24% including 12b-1 fees
Management fee: 0.64%
Minimum initial investment: $500 ($250 for an IRA)
Phone:(800) 225-1581
Web site:
Figures are as of March 5, 1999.

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This article was originally published in the May 1999 print edition of Entrepreneur with the headline: World View.

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