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Putnam Investment Funds Small Cap Value Fund Class A: (MF: PSLAX)

(NASDAQ Mutual Funds) As of Oct 17, 2019 08:00 PM ET

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$10.38 USD

0.00 (NA)

Zacks MF Rank 4-Sell       4  

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 13.57 67
3 months -2.27 56
6 months -0.09 60
1 Year -12.94 89
3 Year 4.16 88
5 Year 4.95 79
10 Year 9.45 80

* Annual for three years and beyond.

Zacks Premium Research for PSLAX

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 Sell 4
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Portfolio Statistics

%Unrealized Gain YTD -5.08
% Yield 1.71
% SEC Yield
Net Assets (Mil $) 9/30/2019 125.16
%Turnover 9/30/2019 534.00

Risk

3 Year 5 Year 10 Year
Beta 1.26 1.10 1.16
Alpha -10.16 -5.75 -4.76
R Squared 0.68 0.65 0.74
Std. Dev. 18.63 16.34 16.95
Sharpe 0.23 0.32 3.00

Sector / Country Weightings

As of 9/30/2019 % of Portfolio
Finance 23.92
Technology 13.15
Industrial Cyclical 12.17
Other 12.03
Non-Durable 11.11
Retail Trade 6.50
Services 6.03
Energy 4.88
Consumer Durables 4.32
Utilities 3.57
Health 2.32

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2019)
% of Portfolio Value (Mil$)
NA 6.61 15.15
CEDAR FAIR -LP 1.55 3.56
PREMIER INC 1.52 3.48
VERMILION ENERGY INC 1.44 3.31
NA 1.40 3.21
WILLIAM LYON HOMES 1.40 3.21
MESA AIR GROUP INC 1.32 3.03
SP PLUS CORPORATION 1.25 2.87
CACI INTERNATIONAL CLASS 1.23 2.81

Stock Holding % of Net Assets

As Of 5/31/2019
Total Issues 128
Avg. P/E 22.68
Avg. P/Book 3.15
Avg. EPS Growth 9.12
Avg. Market Value (Mil $) 2,045

Allocation

% of Portfolio
Large Growth 0.00
Large Value 12.23
Small Growth 0.00
Small Value 83.18
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00