Putnam Global Industrials Fund Quote

PGIEX Fund  USD 34.11  0.24  0.71%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Putnam Global is trading at 34.11 as of the 1st of December 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 33.87. Putnam Global has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Putnam Global Industrials are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests mainly in equity securities of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80 percent of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts and Global Depositary Receipts . More on Putnam Global Industrials

Moving together with Putnam Mutual Fund

  0.94PEYAX Putnam Equity IncomePairCorr
  0.86PFICX Putnam Floating RatePairCorr
  0.83PFJAX Putnam High YieldPairCorr
  0.86PFLRX Putnam Floating RatePairCorr
  0.84PFLLX Putnam Floating RatePairCorr

Moving against Putnam Mutual Fund

  0.76PGHAX Putnam Global HealthPairCorr
  0.71PGBRX Putnam Global IncomePairCorr
  0.71PGGLX Putnam Global IncmPairCorr
  0.7PGGYX Putnam Global IncmPairCorr
  0.7PGGIX Putnam Global IncomePairCorr
  0.68PGGDX Putnam Global IncomePairCorr

Putnam Mutual Fund Highlights

Fund ConcentrationPutnam Funds, Large Blend Funds, Large Blend, Putnam, Large Blend, Large Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date30th of December 2022
Fiscal Year EndAugust
Putnam Global Industrials [PGIEX] is traded in USA and was established 1st of December 2024. Putnam Global is listed under Putnam category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Putnam family. This fund at this time has accumulated 607.42 M in assets with no minimum investment requirementsPutnam Global Industrials is currently producing year-to-date (YTD) return of 29.79%, while the total return for the last 3 years was 10.28%.
Check Putnam Global Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Global Industrials Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Putnam Global Industrials Mutual Fund Constituents

BAThe BoeingStockIndustrials
WMTWalmartStockConsumer Staples
AAPLApple IncStockInformation Technology
VVisa Class AStockFinancials
KMTUFKomatsuPink SheetFarm & Heavy Construction Machinery
HONHoneywell InternationalStockIndustrials
STZConstellation Brands ClassStockConsumer Staples
FISFidelity National InformationStockFinancials
More Details

Putnam Global Industrials Risk Profiles

Putnam Global Against Markets

Other Information on Investing in Putnam Mutual Fund

Putnam Global financial ratios help investors to determine whether Putnam Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Putnam with respect to the benefits of owning Putnam Global security.
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