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

(MF) As of May 22, 2015 06:05 PM ET

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$13.78 USD

-0.04 (-0.29%)

Zacks MF Rank : 2 - Buy [?]   2      

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 Apr 30, 2015

Total Return %* Percentile Rank Objective
YTD 6.36 24
3 months 7.21 32
6 months 5.90 30
1 Year 6.49 44
3 Year 14.49 24
5 Year 11.42 30
10 Year 6.67 70

* 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

Zacks MF Rank [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 6.76
% Yield 0.52
% SEC Yield NA
Net Assets (Mil $) 4/30/2015 820.39
%Turnover 4/30/2015 80.00

Risk

3 Year 5 Year 10 Year
Beta 1.10 1.20 1.15
Alpha -3.24 -4.82 -1.97
R Squared 0.82 0.91 0.89
Std. Dev. 11.55 16.34 18.16
Sharpe 1.31 0.78 4.00

Sector / Country Weightings

As of 4/30/2015 % of Portfolio
United States 62.38
United Kingdom 9.22
Other 7.78
Japan 6.89
Ireland 1.71
Greece 1.24
Spain 1.08
Italy 1.08
France 1.06
Germany 1.01

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2015)
% of Portfolio Value (Mil$)
HARTFORD FINANCIAL SERVIC 1.93 16.96
JAPAN TOBACCO INC 1.64 14.37
TOSHIBA CORP 1.54 13.54
GOOGLE INC 1.37 12.03
ASTELLAS PHARMA 1.36 11.93
AMERICAN INTL GROUP INC 1.35 11.89
ASSA ABLOY AB 1.26 11.11
ASTRAZENECA 1.25 10.95
CHALLENGER LTD 1.24 10.85

Stock Holding % of Net Assets

As Of 1/31/2015
Total Issues NA
Avg. P/E 20.62
Avg. P/Book 3.69
Avg. EPS Growth 13.08
Avg. Market Value (Mil $) 66,892

Allocation

% of Portfolio
Large Growth 22.23
Large Value 33.09
Small Growth 0.00
Small Value 0.00
Foreign Stock 35.20
Emerging Market 5.89
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00