0000928816-18-001226.txt : 20180605 0000928816-18-001226.hdr.sgml : 20180605 20180605085744 ACCESSION NUMBER: 0000928816-18-001226 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 13 FILED AS OF DATE: 20180605 DATE AS OF CHANGE: 20180605 EFFECTIVENESS DATE: 20180605 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PUTNAM CONVERTIBLE SECURITIES FUND CENTRAL INDEX KEY: 0000081247 IRS NUMBER: 042493360 STATE OF INCORPORATION: MA FISCAL YEAR END: 1031 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-43384 FILM NUMBER: 18880192 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQ STREET 2: MAILSTOP A 14 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6172921000 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQUARE CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM CONVERTIBLE INCOME GROWTH TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM CONVERTIBLE FUND DATE OF NAME CHANGE: 19841212 FORMER COMPANY: FORMER CONFORMED NAME: PUTNAM CONVERTIBLE FUND INC /PRED/ DATE OF NAME CHANGE: 19821109 0000081247 S000005511 PUTNAM CONVERTIBLE SECURITIES FUND C000015003 Class C Shares C000015004 Class A Shares PCONX C000015005 Class B Shares PCNBX C000015006 Class M Shares PCNMX C000015007 Class R Shares PCVRX C000015008 Class Y Shares PCGYX C000153039 CLASS I C000185474 Class T Shares C000202780 Class R6 Shares 497 1 a_convsec.htm PUTNAM CONVERTIBLE SECURITIES FUND

 

 

Prospectus Supplement   May 18, 2018  
 
Putnam Convertible Securities Fund    
Prospectus dated February 28, 2018   

 

Beginning on May 21, 2018, the fund will offer class R6 shares to:

• employer-sponsored retirement plans that are clients of third-party administrators (including affiliates of Putnam) that have entered into agreements with Putnam;

• investors purchasing shares through an asset-based fee program that is sponsored by a registered broker-dealer or other financial institution;

• investors purchasing shares through a commission-based platform of a registered broker-dealer or other financial institution that charges the shareholder additional fees or commissions, other than those described in the prospectus and statement of additional information, and that has entered into an agreement with Putnam Retail Management to offer class R6 shares through such a program;

• corporations, endowments, foundations and other institutional investors that have been approved by Putnam; and

• unaffiliated investment companies (whether registered or private) that have been approved by Putnam.

The prospectus is supplemented as follows to add information about class R6 shares.

The front cover page is supplemented to add class R6 shares to the list of shares to which the prospectus relates, and to indicate that the fund’s symbol for class R6 shares is PCNTX.

The following information is added to similar disclosure for the fund under Fund summary — Fees and expenses:

Shareholder fees (fees paid directly from your investment)

Share class  Maximum sales charge (load) imposed on purchases (as a percentage of offering price)  Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) 
Class R6  NONE   NONE 

 

Annual fund operating expenses
(expenses you pay each year as a percentage of the value of your investment)

 

Share class   Management fees   Distribution and service (12b-1) fees   Other expenses    Total annual fund operating expenses 
Class R6   0.63%   N/A   0.10%=   0.73%  

 

= Other expenses are based on expenses of class A shares for the fund’s last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.



Example

The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your

 

sumlogo.jpg

 


 

shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.

Share class   1 year   3 years   5 years   10 years  
Class R6   $75   $233  $406  $906 

 

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S_@G#\,/%OPY^#>L?$7QIJ7Q&\ XML 9 R1.htm IDEA: XBRL DOCUMENT v3.8.0.1
Putnam Convertible Securities Fund

Prospectus Supplement   May 18, 2018  
 
Putnam Convertible Securities Fund    
Prospectus dated February 28, 2018   

 

Beginning on May 21, 2018, the fund will offer class R6 shares to:

• employer-sponsored retirement plans that are clients of third-party administrators (including affiliates of Putnam) that have entered into agreements with Putnam;

• investors purchasing shares through an asset-based fee program that is sponsored by a registered broker-dealer or other financial institution;

• investors purchasing shares through a commission-based platform of a registered broker-dealer or other financial institution that charges the shareholder additional fees or commissions, other than those described in the prospectus and statement of additional information, and that has entered into an agreement with Putnam Retail Management to offer class R6 shares through such a program;

• corporations, endowments, foundations and other institutional investors that have been approved by Putnam; and

• unaffiliated investment companies (whether registered or private) that have been approved by Putnam.

The prospectus is supplemented as follows to add information about class R6 shares.

The front cover page is supplemented to add class R6 shares to the list of shares to which the prospectus relates, and to indicate that the fund’s symbol for class R6 shares is PCNTX.

The following information is added to similar disclosure for the fund under Fund summary — Fees and expenses:

Shareholder fees (fees paid directly from your investment)

Share class  Maximum sales charge (load) imposed on purchases (as a percentage of offering price)  Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) 
Class R6  NONE   NONE 

 

Annual fund operating expenses
(expenses you pay each year as a percentage of the value of your investment)

 

Share class   Management fees   Distribution and service (12b-1) fees   Other expenses    Total annual fund operating expenses 
Class R6   0.63%   N/A   0.10%=   0.73%  

 

= Other expenses are based on expenses of class A shares for the fund’s last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.



Example

The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your

 

sumlogo.jpg

 


 

shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.

Share class   1 year   3 years   5 years   10 years  
Class R6   $75   $233  $406  $906 

 

Shareholder fees (fees paid directly from your investment)
Shareholder Fees
Putnam Convertible Securities Fund
Class R6
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) none
Annual fund operating expenses
(expenses you pay each year as a percentage of the value of your investment)
Annual Fund Operating Expenses
Putnam Convertible Securities Fund
Class R6
Management fees 0.63%
Distribution and service (12b-1) fees
Other expenses 0.10% [1]
Total annual fund operating expenses 0.73%
[1] Other expenses are based on expenses of class A shares for the fund's last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.
Example
The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.
Expense Example
Expense Example, with Redemption, 1 Year
Expense Example, with Redemption, 3 Years
Expense Example, with Redemption, 5 Years
Expense Example, with Redemption, 10 Years
Putnam Convertible Securities Fund | Class R6 | USD ($) 75 233 406 906
XML 10 R5.htm IDEA: XBRL DOCUMENT v3.8.0.1
Label Element Value
Risk Return Abstract rr_RiskReturnAbstract  
Document Type dei_DocumentType 497
Document Period End Date dei_DocumentPeriodEndDate May 18, 2018
Registrant Name dei_EntityRegistrantName PUTNAM CONVERTIBLE SECURITIES FUND
Central Index Key dei_EntityCentralIndexKey 0000081247
Amendment Flag dei_AmendmentFlag false
Trading Symbol dei_TradingSymbol PCONX
Document Creation Date dei_DocumentCreationDate May 14, 2018
Document Effective Date dei_DocumentEffectiveDate May 18, 2018
Prospectus Date rr_ProspectusDate Feb. 18, 2018
Putnam Convertible Securities Fund  
Risk Return Abstract rr_RiskReturnAbstract  
Supplement Text PCONX_SupplementText

Prospectus Supplement   May 18, 2018  
 
Putnam Convertible Securities Fund    
Prospectus dated February 28, 2018   

 

Beginning on May 21, 2018, the fund will offer class R6 shares to:

• employer-sponsored retirement plans that are clients of third-party administrators (including affiliates of Putnam) that have entered into agreements with Putnam;

• investors purchasing shares through an asset-based fee program that is sponsored by a registered broker-dealer or other financial institution;

• investors purchasing shares through a commission-based platform of a registered broker-dealer or other financial institution that charges the shareholder additional fees or commissions, other than those described in the prospectus and statement of additional information, and that has entered into an agreement with Putnam Retail Management to offer class R6 shares through such a program;

• corporations, endowments, foundations and other institutional investors that have been approved by Putnam; and

• unaffiliated investment companies (whether registered or private) that have been approved by Putnam.

The prospectus is supplemented as follows to add information about class R6 shares.

The front cover page is supplemented to add class R6 shares to the list of shares to which the prospectus relates, and to indicate that the fund’s symbol for class R6 shares is PCNTX.

The following information is added to similar disclosure for the fund under Fund summary — Fees and expenses:

Shareholder fees (fees paid directly from your investment)

Share class  Maximum sales charge (load) imposed on purchases (as a percentage of offering price)  Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) 
Class R6  NONE   NONE 

 

Annual fund operating expenses
(expenses you pay each year as a percentage of the value of your investment)

 

Share class   Management fees   Distribution and service (12b-1) fees   Other expenses    Total annual fund operating expenses 
Class R6   0.63%   N/A   0.10%=   0.73%  

 

= Other expenses are based on expenses of class A shares for the fund’s last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.



Example

The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your

 

sumlogo.jpg

 


 

shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.

Share class   1 year   3 years   5 years   10 years  
Class R6   $75   $233  $406  $906 

 

Shareholder Fees Caption [Text] rr_ShareholderFeesCaption Shareholder fees (fees paid directly from your investment)
Operating Expenses Caption [Text] rr_OperatingExpensesCaption Annual fund operating expenses
(expenses you pay each year as a percentage of the value of your investment)
Expenses Restated to Reflect Current [Text] rr_ExpensesRestatedToReflectCurrent Other expenses are based on expenses of class A shares for the fund’s last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.
Expense Example [Heading] rr_ExpenseExampleHeading Example
Expense Example Narrative [Text Block] rr_ExpenseExampleNarrativeTextBlock The following hypothetical example is intended to help you compare the cost of investing in the fund with the cost of investing in other funds. It assumes that you invest $10,000 in the fund for the time periods indicated and then, except as indicated, redeem all your shares at the end of those periods. It assumes a 5% return on your investment each year and that the fund’s operating expenses remain the same. Your actual costs may be higher or lower.
Putnam Convertible Securities Fund | Class R6  
Risk Return Abstract rr_RiskReturnAbstract  
Maximum sales charge (load) imposed on purchases (as a percentage of offering price) rr_MaximumSalesChargeImposedOnPurchasesOverOfferingPrice none
Maximum deferred sales charge (load) (as a percentage of original purchase price or redemption proceeds, whichever is lower) rr_MaximumDeferredSalesChargeOverOther none
Management fees rr_ManagementFeesOverAssets 0.63%
Distribution and service (12b-1) fees rr_DistributionAndService12b1FeesOverAssets
Other expenses rr_OtherExpensesOverAssets 0.10% [1]
Total annual fund operating expenses rr_ExpensesOverAssets 0.73%
Expense Example, with Redemption, 1 Year rr_ExpenseExampleYear01 $ 75
Expense Example, with Redemption, 3 Years rr_ExpenseExampleYear03 233
Expense Example, with Redemption, 5 Years rr_ExpenseExampleYear05 406
Expense Example, with Redemption, 10 Years rr_ExpenseExampleYear10 $ 906
[1] Other expenses are based on expenses of class A shares for the fund's last fiscal year, restated to reflect the lower investor servicing fees applicable to class R6 shares.
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