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Putnam Funds Trust Smcap Gr Cl R: (MF: PSGRX)

(NASDAQ Mutual Funds) As of Nov 14, 2019 08:00 PM ET

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$45.82 USD

0.00 (NA)

Zacks MF Rank 1-Strong Buy 1        

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 Oct 31, 2019

Total Return %* Percentile Rank Objective
YTD 28.85 2
3 months -3.86 80
6 months 3.66 2
1 Year 16.55 4
3 Year 18.40 7
5 Year 10.32 11
10 Year 13.98 16

* Annual for three years and beyond.

Zacks Premium Research for PSGRX

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 Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 19.53
% Yield 0.00
% SEC Yield
Net Assets (Mil $) 10/31/2019 12.30
%Turnover 10/31/2019 37.00

Risk

3 Year 5 Year 10 Year
Beta 1.15 1.16 1.26
Alpha 1.82 -1.30 -2.31
R Squared 0.67 0.68 0.76
Std. Dev. 16.88 16.81 18.19
Sharpe 1.08 0.64 3.00

Sector / Country Weightings

As of 10/31/2019 % of Portfolio
Technology 23.74
Other 17.85
Health 14.45
Services 14.22
Non-Durable 12.01
Industrial Cyclical 7.89
Finance 6.98
Consumer Durables 1.72
Retail Trade 1.14

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2019)
% of Portfolio Value (Mil$)
NA 17.41 86.72
WINGSTOP INC 3.70 18.44
FIVE BELOW INC 2.97 14.81
HEICO CORP CL A 2.88 14.32
BRIGHT HORIZONS FAMILY SO 2.80 13.92
MERCURY COMPUTER SYSTEMS 2.63 13.08
NOVANTA INC 2.61 13.01
EVERBRIDGE INC 2.47 12.29
PLANET FITNESS INC 2.36 11.77

Stock Holding % of Net Assets

As Of 6/30/2019
Total Issues 81
Avg. P/E 27.37
Avg. P/Book 3.93
Avg. EPS Growth 5.67
Avg. Market Value (Mil $) 4,494

Allocation

% of Portfolio
Large Growth 25.74
Large Value 0.00
Small Growth 61.43
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.74
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00