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Putnam Small Cap Value Fund Class R: (MF: PSCRX)

(NASDAQ Mutual Funds) As of Sep 28, 2023 08:00 PM ET

$13.10 USD

+0.05 (0.38%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2023

Total Return %* Percentile Rank Objective
YTD 11.26 30
3 months 17.15 1
6 months 1.70 45
1 Year 7.51 47
3 Year 19.64 5
5 Year 5.30 33
10 Year 7.71 62

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2023

1 Year 9.06
5 Year 4.94
10 Year 7.57
Since Inception 10.96

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 -1.21 7.62 NA NA
2022 0.38 -16.08 -5.00 7.98
2021 23.55 8.91 -1.47 4.96
2020 -40.55 27.10 2.08 33.98
2019 13.60 2.19 -2.34 9.34
2018 -4.08 7.17 1.39 -23.37

Annual Return

20232022202120202019201820172016201520142013
% Total Return 11.26-13.5839.173.3323.97-20.127.4926.33-4.113.1837.68
% Total Return Rel to Index -7.444.6110.48-15.06-7.51-15.73-14.3014.39-5.49-10.465.30
% Total Return Rel to Peer 1.755.9319.85-15.65-1.46-9.35-8.1010.380.610.511.29
% Perf Quintile vs Peer* 3.002.001.005.004.005.005.001.003.004.003.00
% Dividends 0.000.000.000.070.120.180.040.080.120.090.10
% Yield 0.000.000.000.661.121.630.250.460.790.550.65
Capital Gains ($) 0.001.020.000.000.001.745.080.000.600.500.03
Expense Ratio 1.431.401.511.481.471.461.431.401.431.461.53

* 1 = Top 20%, 5 = Bottom 20%