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

(MF) As of Nov 26, 2014 06:05 PM ET

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$13.09 USD

+0.02 (0.15%)

Zacks MF Rank : 3 - Hold [?]     3    

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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General Information as of Oct 31, 2014

% Yield 0.39
% SEC Yield NA
% YTD Return (as of Oct 31, 2014) 1.90
Objective Global - Equity
Peer GL LV

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

Zacks MF Rank [?] Hold 3
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 11.00
Net Assets (Mil $) 10/31/2014 852.34
%Turnover 10/31/2014 78.00

Allocation

% of Portfolio
Large Growth 27.39
Large Value 28.83
Small Growth 4.75
Small Value 0.00
Foreign Stock 34.38
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 10/31/2014 % of Portfolio
United States 61.54
United Kingdom 9.12
Japan 6.83
Other 5.25
France 3.06
Netherlands 1.66
Ireland 1.54
Italy 1.35
Spain 1.30
Korea, South 1.14

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2014)
% of Portfolio Value (Mil$)
ROYAL DUTCH SHELL PLC ADR 1.66 15.43
GOOGLE INC 1.65 15.38
HARTFORD FINANCIAL SERVIC 1.63 15.18
JAPAN TOBACCO INC 1.61 15.04
VISA INC 1.55 14.45
MICRON TECHNOLOGY INC 1.51 14.03
FACEBOOK INC 1.49 13.92
MONSANTO CO 1.41 13.13
ASTRAZENECA 1.35 12.61

Stock Holding % of Net Assets

As Of 7/31/2014
Total Issues NA
Avg. P/E 20.50
Avg. P/Book 3.82
Avg. EPS Growth 12.79
Avg. Market Value (Mil $) 65,140

Risk

3 Year 5 Year 10 Year
Beta 1.20 1.20 1.17
Alpha -6.49 -6.44 -1.91
R Squared 0.83 0.91 0.89
Std. Dev. 11.98 16.48 18.23
Sharpe 1.40 0.83 4.00