Back to top
more

Putnam Small Cap Value A Shares: (MF: PSLAX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$14.44 USD

+0.38 (2.70%)

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

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

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 -7.15 30
3 months -7.15 30
6 months -7.80 40
1 Year -3.26 40
3 Year 1.68 43
5 Year 20.76 5
10 Year 6.92 40

* 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 - 3/21) 666.72

Load Adjusted Returns as of Mar 31, 2025

1 Year -8.52
5 Year 19.41
10 Year 6.33
Since Inception 8.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.15 NA NA NA
2024 1.93 -1.83 6.89 -0.69
2023 -1.17 7.71 -0.29 16.44
2022 0.44 -16.06 -4.93 8.08
2021 23.68 8.93 -1.43 5.04
2020 -40.59 27.27 2.14 34.10

Annual Return

20252024202320222021202020192018201720162015
% Total Return -7.156.2123.58-13.3639.503.5624.33-20.007.8826.58-3.85
% Total Return Rel to Index -2.89-18.80-2.664.8310.81-14.83-7.16-15.61-13.9114.65-5.23
% Total Return Rel to Peer 1.34-5.707.506.1520.18-15.42-1.10-9.23-7.7110.630.87
% Perf Quintile vs Peer* 0.000.001.002.001.005.003.005.005.001.003.00
% Dividends 0.000.130.080.040.030.100.140.210.080.110.15
% Yield 0.000.770.780.310.190.851.251.910.410.620.99
Capital Gains ($) 0.000.750.111.020.000.000.001.745.080.000.60
Expense Ratio 0.000.571.181.151.261.231.221.211.181.151.18

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