Putnam Vertible Securities Fund Quote
| PCONX Fund | USD 26.87 0.02 0.07% |
Performance26 of 100
| Odds Of DistressLess than 13
|
Putnam Convertible is trading at 26.87 as of the 29th of November 2024; that is 0.07 percent up since the beginning of the trading day. The fund's open price was 26.85. Putnam Convertible has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. Equity ratings for Putnam Vertible Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests mainly in convertible securities of U.S. companies. Convertible securities combine the investment characteristics of bonds and common stocks. Under normal circumstances, it invests at least 80 percent of the funds net assets in convertible securities. More on Putnam Vertible Securities
Moving together with Putnam Mutual Fund
| 0.89 | PFICX | Putnam Floating Rate | PairCorr |
| 0.82 | PFJAX | Putnam High Yield | PairCorr |
| 0.9 | PFLRX | Putnam Floating Rate | PairCorr |
| 0.89 | PFLLX | Putnam Floating Rate | PairCorr |
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Growth Funds, Convertibles Funds, Convertibles, Putnam (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Putnam Vertible Securities [PCONX] is traded in USA and was established 29th of November 2024. Putnam Convertible is listed under Putnam category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Putnam family. This fund at this time has accumulated 628.15 M in assets with no minimum investment requirementsPutnam Vertible Secu is currently producing year-to-date (YTD) return of 16.6% with the current yeild of 0.01%, while the total return for the last 3 years was 0.82%.
Check Putnam Convertible 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 Vertible Securities 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 Vertible Securities Mutual Fund Constituents
Putnam Vertible Secu Risk Profiles
| Mean Deviation | 0.394 | |||
| Semi Deviation | 0.1979 | |||
| Standard Deviation | 0.5058 | |||
| Variance | 0.2558 |
Putnam Convertible Against Markets
Other Information on Investing in Putnam Mutual Fund
Putnam Convertible 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 Convertible security.
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