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

(NASDAQ Mutual Funds) As of Oct 15, 2019 08:00 PM ET

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$38.00 USD

0.00 (NA)

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 Sep 30, 2019

Total Return %* Percentile Rank Objective
YTD 25.05 11
3 months 0.51 50
6 months 6.98 15
1 Year 6.60 13
3 Year 18.76 2
5 Year 13.48 5
10 Year 14.77 5

* Annual for three years and beyond.

Zacks Premium Research for POGAX

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
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Portfolio Statistics

%Unrealized Gain YTD 33.83
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 9/30/2019 4,509.78
%Turnover 9/30/2019 36.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.05 1.10
Alpha 4.87 2.10 0.36
R Squared 0.87 0.89 0.91
Std. Dev. 13.15 13.19 14.49
Sharpe 1.36 1.01 1.00

Sector / Country Weightings

As of 9/30/2019 % of Portfolio
Technology 45.57
Industrial Cyclical 11.46
Retail Trade 11.05
Finance 7.65
Non-Durable 7.59
Other 4.85
Services 4.85
Health 4.47
Consumer Durables 1.81
Utilities 0.70

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2019)
% of Portfolio Value (Mil$)
MICROSOFT CORP 9.18 536.86
AMAZON COM INC 6.29 367.66
ALPHABET INC 5.43 317.92
APPLE INC 4.99 292.08
VISA INC 4.16 243.08
PAYPAL HOLDINGS INC 3.20 187.18
MASTERCARD INC 2.73 159.80
UNITEDHEALTH GROUP INC 2.66 155.71
SALESFORCE.COM INC 2.43 142.24

Stock Holding % of Net Assets

As Of 4/30/2019
Total Issues 64
Avg. P/E 36.64
Avg. P/Book 4.29
Avg. EPS Growth 16.18
Avg. Market Value (Mil $) 312,510

Allocation

% of Portfolio
Large Growth 69.45
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 26.70
High Yield Bond 0.00