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

(MF) As of Feb 4, 2016 06:05 PM ET

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$11.47 USD

+0.03 (0.26%)

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 Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD -1.89 51
3 months 3.64 52
6 months -6.17 63
1 Year -1.90 51
3 Year 9.43 35
5 Year 8.36 27
10 Year 4.52 66

* 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 4.15
% Yield 0.52
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 761.33
%Turnover 12/31/2015 61.00

Risk

3 Year 5 Year 10 Year
Beta 0.98 1.15 1.14
Alpha -4.62 -5.22 -2.89
R Squared 0.85 0.87 0.89
Std. Dev. 11.28 14.41 18.36
Sharpe 0.89 0.65 4.00

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
United States 64.69
United Kingdom 9.84
Japan 7.09
Other 3.24
Ireland 2.84
France 2.71
Spain 2.60
Italy 1.78
Germany 1.20
India 0.69

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2015)
% of Portfolio Value (Mil$)
YAMAHA MOTOR CO LTD 2.52 21.37
ALPHABET INC 2.35 19.88
CALPINE CORP W I 1.66 14.04
NOVARTIS AG ADR 1.60 13.58
AMERICAN INTERNATIONAL GR 1.48 12.52
JAPAN TOBACCO INC 1.44 12.24
HARTFORD FINANCIAL SERVIC 1.40 11.82
CARDINAL HEALTH INC 1.32 11.17
IMPERIAL TOBACCO GROUP PL 1.29 10.92

Stock Holding % of Net Assets

As Of 10/31/2015
Total Issues NA
Avg. P/E 20.88
Avg. P/Book 3.66
Avg. EPS Growth 12.73
Avg. Market Value (Mil $) 69,890

Allocation

% of Portfolio
Large Growth 12.74
Large Value 17.74
Small Growth 12.27
Small Value 0.00
Foreign Stock 30.87
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 22.27