Putnam Small Cap Fund Quote
| PYSVX Fund | USD 19.20 0.04 0.21% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Putnam Small is trading at 19.20 as of the 1st of December 2024; that is 0.21 percent up since the beginning of the trading day. The fund's open price was 19.16. Putnam Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Putnam Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests mainly in common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests at least 80 percent of its net assets in companies of a size similar to those in the Russell 2000 Value Index. More on Putnam Small Cap
Moving together with Putnam Mutual Fund
| 0.91 | PEYAX | Putnam Equity Income | PairCorr |
| 0.71 | PFICX | Putnam Floating Rate | PairCorr |
| 0.66 | PFJAX | Putnam High Yield | PairCorr |
| 0.72 | PFLRX | Putnam Floating Rate | PairCorr |
| 0.73 | PFLLX | Putnam Floating Rate | PairCorr |
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Funds, Small Value Funds, Small Value, Putnam (View all Sectors) |
| Update Date | 30th of September 2024 |
Putnam Small Cap [PYSVX] is traded in USA and was established 1st of December 2024. Putnam Small is listed under Putnam category by Fama And French industry classification. The fund is listed under Small Value category and is part of Putnam family. This fund at this time has accumulated 338.67 M in assets with no minimum investment requirementsPutnam Small Cap is currently producing year-to-date (YTD) return of 15.83% with the current yeild of 0.01%, while the total return for the last 3 years was 7.18%.
Check Putnam Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| AEL | American Equity Investment | Stock | Financials | |
| TIME | Tidal Trust II | Etf | Technology | |
| ZUMZ | Zumiez Inc | Stock | Consumer Discretionary | |
| ARCH | Arch Resources | Stock | Energy | |
| NX | Quanex Building Products | Stock | Industrials | |
| RLJ | RLJ Lodging Trust | Stock | Real Estate | |
| RDN | Radian Group | Stock | Financials | |
| LBAI | Lakeland Bancorp | Stock | Financials |
Putnam Small Cap Risk Profiles
| Mean Deviation | 0.8366 | |||
| Semi Deviation | 0.8269 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 |
Putnam Small Against Markets
Other Information on Investing in Putnam Mutual Fund
Putnam Small 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 Small security.
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