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Putnam Small Cap Value Fund Class C: (MF: PSLCX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$11.31 USD

+0.08 (0.71%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 7.70 77
3 months 6.81 32
6 months 11.01 14
1 Year 19.18 30
3 Year 6.09 16
5 Year 13.14 11
10 Year 7.40 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 122.32
Bear Market (10/07 - 2/09) -59.78
Bull Market (2/09 - 3/21) 579.38

Load Adjusted Returns as of Aug 31, 2024

1 Year 14.21
5 Year 9.79
10 Year 6.45
Since Inception 7.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.76 -2.00 NA NA
2023 -1.35 7.52 -0.53 16.31
2022 0.26 -16.23 -5.07 7.80
2021 23.52 8.78 -1.61 4.83
2020 -40.73 26.91 1.95 33.87
2019 13.47 2.11 -2.45 9.24

Annual Return

20242023202220212020201920182017201620152014
% Total Return 7.7022.72-14.0638.602.6623.47-20.607.0125.68-4.582.65
% Total Return Rel to Index -11.84-3.524.149.91-15.73-8.01-16.21-14.7813.75-5.97-10.98
% Total Return Rel to Peer -2.856.645.4519.28-16.32-1.96-9.83-8.589.730.14-0.01
% Perf Quintile vs Peer* 0.001.002.001.005.004.005.005.001.003.004.00
% Dividends 0.000.010.000.000.070.090.120.000.030.070.04
% Yield 0.000.150.000.000.851.081.390.000.240.540.28
Capital Gains ($) 0.000.111.020.000.000.001.735.080.000.600.50
Expense Ratio 1.931.931.902.011.981.971.961.931.901.931.96

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