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

(MF) As of Jul 27, 2016 06:05 PM ET

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$12.45 USD

-0.01 (-0.08%)

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

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Latest Performance as of Jun 30, 2016

Total Return %* Percentile Rank Objective
YTD -2.90 80
3 months 1.09 47
6 months -2.90 80
1 Year -8.90 77
3 Year 4.30 66
5 Year 5.44 52
10 Year 3.44 73

* 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 [?] Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 3.33
% Yield 0.53
% SEC Yield NA
Net Assets (Mil $) 6/30/2016 697.03
%Turnover 6/30/2016 42.00

Risk

3 Year 5 Year 10 Year
Beta 0.98 1.15 1.14
Alpha -6.34 -7.36 -4.04
R Squared 0.84 0.88 0.89
Std. Dev. 12.05 14.89 18.46
Sharpe 0.41 0.44 3.00

Sector / Country Weightings

As of 6/30/2016 % of Portfolio
United States 68.08
United Kingdom 8.41
Japan 6.85
Other 5.07
Ireland 2.29
Italy 2.17
Spain 1.98
Germany 1.19
France 1.17
Netherlands 0.86

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 2.68 20.83
YAMAHA MOTOR CO LTD 2.41 18.75
JAPAN TOBACCO INC 2.01 15.62
NOVARTIS AG ADR 1.67 13.03
CALPINE CORP 1.52 11.82
EXELON CORP 1.43 11.12
IMPERIAL TOBACCO GROUP PL 1.37 10.63
AMAZON.COM INC 1.32 10.29
HARTFORD FINANCIAL SERVIC 1.31 10.22

Stock Holding % of Net Assets

As Of 4/30/2016
Total Issues NA
Avg. P/E 20.30
Avg. P/Book 3.56
Avg. EPS Growth 12.54
Avg. Market Value (Mil $) 76,379

Allocation

% of Portfolio
Large Growth 23.88
Large Value 21.65
Small Growth 4.48
Small Value 0.00
Foreign Stock 30.19
Emerging Market 0.00
Precious Metal 1.19
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 15.45