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

(MF) As of Apr 17, 2014 06:05 PM ET

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$12.64 USD

+0.07 (0.56%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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
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General Information as of Mar 31, 2014

% Yield 0.39
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 1.82
Objective* Equity - Global
Peer* GL LV

*Key

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 [?] Rank Change Trend Strong Sell 5
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 12.54
Net Assets (Mil $) 3/31/2014 823.26
%Turnover 3/31/2014 113.00

Allocation

% of Portfolio
Large Growth 25.28
Large Value 9.85
Small Growth 0.00
Small Value 0.00
Foreign Stock 23.08
Emerging Market 2.73
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 33.01

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
United States 55.08
United Kingdom 12.86
Japan 11.39
Other 5.29
France 4.22
Spain 1.51
Korea, South 1.04
Singapore 0.99
Italy 0.88
Austria 0.79

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
FACEBOOK INC 2.03 18.51
GOOGLE INC 1.88 17.13
VISA INC 1.74 15.90
BARCLAYS PLC 1.65 15.06
ROYAL DUTCH SHELL PLC A 1.50 13.67
SANOFI 1.48 13.54
MONSANTO CO 1.46 13.30
JAPAN TOBACCO INC 1.35 12.33
AMERICAN INTERNATIONAL GR 1.33 12.14

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues NA
Avg. P/E 20.54
Avg. P/Book 3.42
Avg. EPS Growth 12.59
Avg. Market Value (Mil $) 58,229

Risk

3 Year 5 Year 10 Year
Beta 1.26 1.20 1.16
Alpha -5.68 -4.53 -1.06
R Squared 0.91 0.91 0.90
Std. Dev. 16.53 17.68 18.21
Sharpe 0.80 1.22 4.00