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Putnam Global Equity Fd A: (MF: PEQUX)

(MF) As of Aug 17, 2017 06:05 PM ET

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$14.31 USD

-0.18 (-1.24%)

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 Jul 31, 2017

Total Return %* Percentile Rank Objective
YTD 16.85 32
3 months 6.81 19
6 months 13.00 34
1 Year 16.72 42
3 Year 5.05 59
5 Year 11.66 41
10 Year 3.06 75

* 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 6.47
% Yield 1.28
% SEC Yield NA
Net Assets (Mil $) 7/31/2017 717.56
%Turnover 7/31/2017 82.00

Risk

3 Year 5 Year 10 Year
Beta -28.46 -11.47 12.43
Alpha -2.64 9.66 9.90
R Squared 0.05 0.01 0.03
Std. Dev. 10.67 10.59 18.44
Sharpe 0.50 1.14 3.00

Sector / Country Weightings

As of 7/31/2017 % of Portfolio
United States 64.08
United Kingdom 8.47
Japan 6.53
Other 4.20
Canada 3.96
Ireland 2.35
Germany 1.80
Italy 1.39
Spain 1.13
Netherlands 0.97

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 3.08 23.70
YAMAHA MOTOR CO LTD 1.82 13.95
SUNCOR ENERGY INC 1.56 11.99
ASSURED GUARANTY 1.53 11.78
BECTON DICKINSON & CO 1.53 11.78
NORFOLK SOUTHERN CORP 1.48 11.41
LOWE'S COS INC 1.36 10.49
GOODYEAR TIRE & RUBBER CO 1.34 10.27
ETRADE FINANCIAL CORP 1.32 10.15

Stock Holding % of Net Assets

As Of 4/30/2017
Total Issues NA
Avg. P/E 23.82
Avg. P/Book 3.32
Avg. EPS Growth 11.55
Avg. Market Value (Mil $) 69,820

Allocation

% of Portfolio
Large Growth 23.55
Large Value 18.19
Small Growth 0.00
Small Value 5.38
Foreign Stock 29.26
Emerging Market 0.00
Precious Metal 2.09
Intermediate Bond 12.58
Foreign Bond 0.00
High Yield Bond 0.00