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

(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET

$14.14 USD

+0.04 (0.28%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -7.28 32
3 months -7.28 32
6 months -7.97 42
1 Year -3.58 43
3 Year 1.40 46
5 Year 20.42 6
10 Year 6.65 46

* 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 Mar 31, 2025

1 Year -3.58
5 Year 20.42
10 Year 6.66
Since Inception 10.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.28 NA NA NA
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
2020 -40.55 27.10 2.08 33.98

Annual Return

20252024202320222021202020192018201720162015
% Total Return -7.285.9223.32-13.5839.173.3323.97-20.127.4926.33-4.11
% Total Return Rel to Index -3.01-19.09-2.924.6110.48-15.06-7.51-15.73-14.3014.39-5.49
% Total Return Rel to Peer 1.22-6.007.245.9319.85-15.65-1.46-9.35-8.1010.380.61
% Perf Quintile vs Peer* 0.000.001.002.001.005.004.005.005.001.003.00
% Dividends 0.000.120.060.000.000.070.120.180.040.080.12
% Yield 0.000.710.710.000.000.661.121.630.250.460.79
Capital Gains ($) 0.000.750.111.020.000.000.001.745.080.000.60
Expense Ratio 0.000.701.431.401.511.481.471.461.431.401.43

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