Putnam Growth Opportunities Fund Manager Performance Evaluation
| PGODX Fund | USD 77.35 1.17 1.49% |
The fund holds a Beta of -0.0244, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Putnam Growth are expected to decrease at a much lower rate. During the bear market, Putnam Growth is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Growth Opportunities are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Putnam Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.6800 |
Putnam |
Putnam Growth Relative Risk vs. Return Landscape
If you would invest 7,093 in Putnam Growth Opportunities on September 28, 2024 and sell it today you would earn a total of 759.00 from holding Putnam Growth Opportunities or generate 10.7% return on investment over 90 days. Putnam Growth Opportunities is currently producing 0.1669% returns and takes up 1.0464% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Putnam, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Growth Current Valuation
Undervalued
Today
Please note that Putnam Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Putnam Growth Opport holds a recent Real Value of $84.01 per share. The prevailing price of the fund is $77.35. We determine the value of Putnam Growth Opport 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Growth'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 77.35 | Real 84.01 | Hype 78.52 |
The intrinsic value of Putnam Growth'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 Growth'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 Growth Opportunities 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 Growth more accurately as focusing exclusively on Putnam Growth's fundamentals will not take into account other important factors: Putnam Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Growth Opportunities, and traders can use it to determine the average amount a Putnam Growth'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 = 0.1595
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PGODX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Putnam Growth is performing at about 12% 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 Growth by adding it to a well-diversified portfolio.
Putnam Growth Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Growth, and Putnam Growth 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.
| Total Asset | 6.88 B | ||||
About Putnam Growth Performance
Evaluating Putnam Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Growth 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 Growth 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in companies of a size similar to those in the Russell 1000 Growth Index. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The fund is non-diversified.Things to note about Putnam Growth Opport performance evaluation
Checking the ongoing alerts about Putnam Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Growth Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Growth's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Growth's mutual fund performance include:- Analyzing Putnam Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Growth's mutual fund. These opinions can provide insight into Putnam Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Growth 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 Growth security.
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