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Putnam Global Natural Resources: (MF: EBERX)

(MF) As of Apr 29, 2016 06:05 PM ET

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$15.79 USD

0.00 (0.00%)

Is EBERX 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 2.22 49
3 months 2.22 49
6 months 1.29 37
1 Year -21.86 33
3 Year -9.77 45
5 Year -8.73 49
10 Year -1.95 54

* Annual for three years and beyond.

Zacks Premium Research for EBERX

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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Portfolio Statistics

%Unrealized Gain YTD -15.61
% Yield 0.07
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 145.73
%Turnover 3/31/2016 153.00

Risk

3 Year 5 Year 10 Year
Beta 1.27 1.46 1.27
Alpha -21.01 -21.43 -8.13
R Squared 0.54 0.68 0.64
Std. Dev. 19.53 21.73 24.49
Sharpe -0.42 -0.30 5.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Energy 43.58
Industrial Cyclical 30.78
Non-Durable 9.29
Finance 4.84
Utilities 4.77
Other 4.64
Retail Trade 2.10

Portfolio Holdings

Top Equity Holdings
(As of 11/30/2015)
% of Portfolio Value (Mil$)
BG GROUP PLC 6.72 11.69
DU PONT (E.I.) DE NEMOURS 6.46 11.23
DOW CHEMICAL CO 6.34 11.02
SUNCOR ENERGY INC 5.97 10.38
CF INDUSTRIES HOLDINGS IN 4.84 8.41
AXALTA COATING SYSTEMS LT 4.63 8.05
PIONEER NATURAL RESOURCES 4.05 7.03
ANADARKO PETROLEUM CORP 4.01 6.97
AKZO NOBEL NV 3.15 5.47

Stock Holding % of Net Assets

As Of 11/30/2015
Total Issues 41
Avg. P/E 20.72
Avg. P/Book 3.27
Avg. EPS Growth 9.88
Avg. Market Value (Mil $) 27,376

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA