Putnam Multi Cap Growth Fund Manager Performance Evaluation
| PNOYX Fund | USD 156.95 0.19 0.12% |
The fund holds a Beta of 0.78, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnam Multi-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Multi-cap is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Multi Cap Growth are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Putnam Multi-cap may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.6200 |
Putnam |
Putnam Multi-cap Relative Risk vs. Return Landscape
If you would invest 14,442 in Putnam Multi Cap Growth on September 5, 2024 and sell it today you would earn a total of 1,253 from holding Putnam Multi Cap Growth or generate 8.68% return on investment over 90 days. Putnam Multi Cap Growth is currently producing 0.1326% returns and takes up 0.7158% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Putnam, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Multi-cap Current Valuation
Overvalued
Today
Please note that Putnam Multi-cap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Multi Cap holds a recent Real Value of $142.04 per share. The prevailing price of the fund is $156.95. We determine the value of Putnam Multi Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Putnam Multi-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Multi-cap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 156.95 | Real 142.04 | Hype 156.95 | Naive 158.45 |
The intrinsic value of Putnam Multi-cap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Putnam Multi-cap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Putnam Multi Cap Growth helps investors to forecast how Putnam mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Putnam Multi-cap more accurately as focusing exclusively on Putnam Multi-cap's fundamentals will not take into account other important factors: Putnam Multi-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Multi-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Multi Cap Growth, and traders can use it to determine the average amount a Putnam Multi-cap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1853
| Best Portfolio | Best Equity | |||
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| Cash | PNOYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Putnam Multi-cap is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Putnam Multi-cap by adding it to a well-diversified portfolio.
Putnam Multi-cap Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Multi-cap, and Putnam Multi-cap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Putnam Mutual Fund performance.
| Price To Earning | 20.83 X | ||||
| Price To Book | 3.35 X | ||||
| Price To Sales | 2.37 X | ||||
| Total Asset | 4.74 B | ||||
About Putnam Multi-cap Performance
Evaluating Putnam Multi-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Multi-cap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Putnam Multi-cap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a companys sustainable business practices, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.Things to note about Putnam Multi Cap performance evaluation
Checking the ongoing alerts about Putnam Multi-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Multi Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Multi-cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Multi-cap's mutual fund performance include:- Analyzing Putnam Multi-cap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Putnam Multi-cap's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Multi-cap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Putnam Multi-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Multi-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Multi-cap's mutual fund. These opinions can provide insight into Putnam Multi-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Multi-cap 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 Multi-cap security.
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