Putnam Global Industrials Fund Quote
| PGIEX Fund | USD 28.68 0.03 0.10% |
PerformanceVery Weak
| Odds Of DistressLow
|
Putnam Global is trading at 28.68 as of the 23rd of March 2025; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 28.65. Putnam Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. 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 against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Blend Funds, Large Blend, Putnam, Large Blend, Large Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | August |
Putnam Global Industrials [PGIEX] is traded in USA and was established 23rd of March 2025. 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 1.5%, while the total return for the last 3 years was 12.0%.
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
| APO | Apollo Global Management | Stock | Financials | |
| FIS | Fidelity National Information | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| AME | Ametek Inc | Stock | Industrials | |
| NSC | Norfolk Southern | Stock | Industrials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Putnam Global Industrials Risk Profiles
| Mean Deviation | 0.8657 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.26 | |||
| Risk Adjusted Performance | (0.08) |
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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