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

(NASDAQ Mutual Funds) As of Aug 28, 2026 05:30 PM ET

$17.84 USD

-0.15 (-0.83%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 19.12 37
3 months 6.69 23
6 months 13.10 38
1 Year 29.31 41
3 Year 12.81 51
5 Year 8.52 29
10 Year 9.86 59

* 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 Jul 31, 2026

1 Year 31.70
5 Year 8.46
10 Year 10.67
Since Inception 11.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.34 20.86 NA NA
2025 -7.28 5.28 6.16 1.27
2024 1.86 -1.89 6.79 -0.74
2023 -1.21 7.62 -0.38 16.43
2022 0.38 -16.08 -5.00 7.98
2021 23.55 8.91 -1.47 4.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 19.124.955.9223.32-13.5839.173.3323.97-20.127.4926.33
% Total Return Rel to Index 12.28-13.26-19.09-2.924.6110.48-15.06-7.51-15.73-14.3014.39
% Total Return Rel to Peer 1.51-2.34-6.007.245.9319.85-15.65-1.46-9.35-8.1010.38
% Perf Quintile vs Peer* 3.004.005.001.002.001.005.004.005.005.001.00
% Dividends 0.000.170.120.060.000.000.070.120.180.040.08
% Yield 0.001.070.711.060.000.000.661.121.630.250.46
Capital Gains ($) 0.000.850.750.111.020.000.000.001.745.080.00
Expense Ratio 1.351.391.431.431.401.511.481.471.461.431.40

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