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Putnam Investment Funds Shs-a-growth Opportunities Fund: (MF: POGAX)

(NASDAQ Mutual Funds) As of Sep 18, 2020 08:00 PM ET

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$48.33 USD

-0.51 (-1.04%)

Zacks MF Rank

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
3-Hold of 5     3    

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Latest Performance as of Aug 31, 2020

Total Return %* Percentile Rank Objective
YTD 34.34 5
3 months 22.87 8
6 months 37.55 7
1 Year 45.41 6
3 Year 26.47 4
5 Year 21.87 3
10 Year 19.28 4

* Annual for three years and beyond.

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Zacks MF Rank

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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Portfolio Statistics

%Unrealized Gain YTD 38.58
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 8/31/2020 6,262.52
%Turnover 8/31/2020 42.00

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.99 1.05
Alpha 11.03 6.78 2.96
R Squared 0.91 0.89 0.89
Std. Dev. 17.83 15.59 15.01
Sharpe 1.48 1.41 1.00

Sector / Country Weightings

As of 8/31/2020 % of Portfolio
Technology 40.88
Retail Trade 15.46
Industrial Cyclical 8.92
Other 8.71
Services 6.88
Non-Durable 6.53
Finance 5.67
Health 5.16
Consumer Durables 1.79

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2020)
% of Portfolio Value (Mil$)
MICROSOFT CORP 10.52 660.08
AMAZON COM INC 8.20 514.78
APPLE INC 7.80 489.59
TOTAL*SHORT TERM INVESTME 4.59 288.41
ALPHABET INC 4.49 282.00
VISA INC 3.46 217.43
PAYPAL HOLDINGS INC 3.22 202.35
UNITEDHEALTH GROUP INC 2.71 170.01
MASTERCARD INC 2.51 157.50

Stock Holding % of Net Assets

As Of 4/30/2020
Total Issues 59
Avg. P/E 38.60
Avg. P/Book 4.50
Avg. EPS Growth 17.52
Avg. Market Value (Mil $) 485,868

Allocation

% of Portfolio
Large Growth 99.15
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00