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Putnam Global Equity Fd A: (MF: PEQUX)

(MF) As of Apr 26, 2017 06:05 PM ET

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$13.52 USD

+0.01 (0.07%)

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 Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 7.29 41
3 months 7.29 41
6 months 5.90 54
1 Year 12.83 52
3 Year 1.94 76
5 Year 8.19 51
10 Year 2.90 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 1.72
% Yield 1.39
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 678.44
%Turnover 3/31/2017 48.00

Risk

3 Year 5 Year 10 Year
Beta 0.91 1.02 1.13
Alpha -6.81 -4.63 -4.63
R Squared 0.78 0.80 0.89
Std. Dev. 10.71 11.60 18.48
Sharpe 0.22 0.76 3.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
United States 61.76
Japan 10.38
United Kingdom 7.86
Other 4.87
Germany 2.55
Canada 2.42
Ireland 1.99
Hong Kong 1.58
Norway 1.45
Spain 1.36

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 3.43 25.55
YAMAHA MOTOR CO LTD 2.81 20.88
JAPAN TOBACCO INC 1.88 13.99
NIPPON TELEGRAPH & TELEPH 1.62 12.04
AMAZON.COM INC 1.59 11.85
NOVARTIS AG ADR 1.57 11.67
MONSANTO CO 1.53 11.37
EXELON CORP 1.50 11.19
UNION PACIFIC CORP 1.43 10.61

Stock Holding % of Net Assets

As Of 10/31/2016
Total Issues NA
Avg. P/E 19.57
Avg. P/Book 3.37
Avg. EPS Growth 14.4
Avg. Market Value (Mil $) 86,397

Allocation

% of Portfolio
Large Growth 45.18
Large Value 0.00
Small Growth 0.00
Small Value 9.85
Foreign Stock 35.22
Emerging Market 0.00
Precious Metal 1.29
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00