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

(NASDAQ Mutual Funds) As of Oct 16, 2019 08:00 PM ET

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$10.31 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.

Bull Market (9/02 - 10/07) 130.89
Bear Market (10/07 - 2/09) -59.34
Bull Market (2/09 - 9/18) 316.17

Load Adjusted Returns as of Sep 30, 2019

1 Year -17.67
5 Year 3.78
10 Year 8.84
Since Inception 7.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 13.68 2.23 -2.27 NA
2018 -4.06 7.15 1.50 -23.34
2017 1.37 0.67 2.57 3.05
2016 -1.29 3.20 7.76 15.30
2015 1.97 1.61 -9.00 1.97
2014 2.74 1.08 -6.66 6.71

Annual Return

20192018201720162015201420132012201120102009
% Total Return 13.57-20.007.8826.58-3.853.4438.0216.95-4.9525.6929.97
% Total Return Rel to Index -6.98-15.61-13.9114.65-5.23-10.205.640.95-7.0510.633.55
% Total Return Rel to Peer -2.12-9.23-7.7110.630.870.761.622.76-0.710.82-2.76
% Perf Quintile vs Peer* 4.005.005.001.003.003.003.002.004.003.004.00
% Dividends 0.000.210.080.110.150.110.130.010.020.000.13
% Yield 1.711.910.410.620.990.690.800.050.270.001.59
Capital Gains ($) 0.001.745.080.000.600.500.030.000.000.000.00
Expense Ratio 1.221.211.181.151.181.211.281.301.301.461.47

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