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Putnam Global Equity Fd Cl A: (MF: PEQUX)

(MF) As of May 2, 2016 06:05 PM ET

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$12.24 USD

+0.09 (0.74%)

Is PEQUX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -3.94 90
3 months -3.94 90
6 months -0.44 89
1 Year -10.22 88
3 Year 4.50 64
5 Year 5.54 51
10 Year 3.29 71

* Annual for three years and beyond.

Zacks Premium Research for PEQUX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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Portfolio Statistics

%Unrealized Gain YTD -3.65
% Yield 0.54
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 761.33
%Turnover 3/31/2016 61.00

Risk

3 Year 5 Year 10 Year
Beta 0.99 1.15 1.14
Alpha -6.35 -6.72 -3.73
R Squared 0.86 0.88 0.90
Std. Dev. 12.09 14.91 18.52
Sharpe 0.43 0.44 4.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
United States 65.42
Japan 8.40
United Kingdom 8.32
Other 5.33
Ireland 2.93
Spain 1.80
Italy 1.73
France 1.38
Germany 1.24
India 0.82

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2016)
% of Portfolio Value (Mil$)
YAMAHA MOTOR CO LTD 2.74 20.86
ALPHABET INC 2.73 20.77
NOVARTIS AG ADR 1.84 14.01
CALPINE CORP 1.82 13.86
JAPAN TOBACCO INC 1.82 13.84
EXELON CORP 1.52 11.54
J M SMUCKER CO 1.51 11.52
IMPERIAL TOBACCO GROUP PL 1.46 11.14
CARDINAL HEALTH INC 1.45 11.06

Stock Holding % of Net Assets

As Of 1/31/2016
Total Issues NA
Avg. P/E 20.35
Avg. P/Book 3.68
Avg. EPS Growth 12.47
Avg. Market Value (Mil $) 77,272

Allocation

% of Portfolio
Large Growth 12.52
Large Value 27.89
Small Growth 4.52
Small Value 0.00
Foreign Stock 29.23
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 10.55
Foreign Bond 0.00
High Yield Bond 10.82