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Putnam Global Equity Fd A: (MF: PEQUX)

(MF) As of Jun 27, 2017 06:25 PM ET

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$14.06 USD

-0.07 (-0.50%)

Zacks MF Rank 3-Hold     3    

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 May 31, 2017

Total Return %* Percentile Rank Objective
YTD 13.45 34
3 months 8.02 25
6 months 15.62 27
1 Year 15.16 50
3 Year 3.38 65
5 Year 11.90 44
10 Year 2.43 76

* 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 Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 5.67
% Yield 1.31
% SEC Yield NA
Net Assets (Mil $) 5/31/2017 706.66
%Turnover 5/31/2017 48.00

Risk

3 Year 5 Year 10 Year
Beta -37.19 -13.17 1.68
Alpha -4.49 10.02 4.81
R Squared 0.06 0.01 0.01
Std. Dev. 10.89 10.65 18.51
Sharpe 0.34 1.16 3.00

Sector / Country Weightings

As of 5/31/2017 % of Portfolio
United States 68.66
Japan 7.18
United Kingdom 4.83
Other 4.54
Canada 3.38
Germany 2.46
Ireland 2.14
Norway 1.36
France 1.25
Spain 1.06

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2017)
% of Portfolio Value (Mil$)
ALPHABET INC 3.33 25.07
YAMAHA MOTOR CO LTD 2.30 17.33
ASSURED GUARANTY 1.63 12.28
AMAZON.COM INC 1.59 11.94
NORFOLK SOUTHERN CORP 1.55 11.66
NIPPON TELEGRAPH & TELEPH 1.54 11.54
ETRADE FINANCIAL CORP 1.49 11.24
NOVARTIS AG ADR 1.49 11.22
MONSANTO CO 1.41 10.64

Stock Holding % of Net Assets

As Of 1/31/2017
Total Issues NA
Avg. P/E 21.86
Avg. P/Book 3.29
Avg. EPS Growth 11.72
Avg. Market Value (Mil $) 82,857

Allocation

% of Portfolio
Large Growth 32.11
Large Value 12.35
Small Growth 0.00
Small Value 9.15
Foreign Stock 34.60
Emerging Market 0.00
Precious Metal 3.16
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00