Putnam Multi Cap Value Fund Quote
| PMVAX Fund | USD 18.37 0.04 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
Putnam Multi-cap is trading at 18.37 as of the 21st of March 2025; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 18.33. Putnam Multi-cap 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services adviser believes provide solutions that directly contribute to sustainable social, environmental and economic development . The adviser considers, among other factors, a companys impact on sustainable environmental, social and economic development, 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.. More on Putnam Multi Cap Value
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Putnam, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 22nd of August 2022 |
| Fiscal Year End | April |
Putnam Multi Cap Value [PMVAX] is traded in USA and was established 21st of March 2025. Putnam Multi-cap is listed under Putnam category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Putnam family. This fund at this time has accumulated 378.69 M in assets with no minimum investment requirementsPutnam Multi Cap is currently producing year-to-date (YTD) return of 6.36%, while the total return for the last 3 years was 4.9%.
Check Putnam Multi-cap 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 Multi Cap Value 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 Multi Cap Value Mutual Fund Constituents
| MA | Mastercard | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PEN | Penumbra | Stock | Health Care | |
| FTV | Fortive Corp | Stock | Industrials | |
| COP | ConocoPhillips | Stock | Energy | |
| AME | Ametek Inc | Stock | Industrials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| DOCU | DocuSign | Stock | Information Technology |
Putnam Multi Cap Risk Profiles
| Mean Deviation | 1.07 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.93 | |||
| Risk Adjusted Performance | (0.12) |
Putnam Multi-cap Against Markets
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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