Putnam Vertible Securities Fund Fundamentals
| PCONX Fund | USD 26.95 0.08 0.30% |
Putnam Vertible Securities fundamentals help investors to digest information that contributes to Putnam Convertible's financial success or failures. It also enables traders to predict the movement of Putnam Mutual Fund. The fundamental analysis module provides a way to measure Putnam Convertible's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Putnam Convertible mutual fund.
Putnam |
Putnam Vertible Securities Mutual Fund Price To Earning Analysis
Putnam Convertible's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Current Putnam Convertible Price To Earning | 1.73 X |
Most of Putnam Convertible's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Putnam Vertible Securities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Putnam Vertible Securities has a Price To Earning of 1.73 times. This is 86.32% lower than that of the Putnam family and significantly higher than that of the Convertibles category. The price to earning for all United States funds is notably lower than that of the firm.
Putnam Vertible Secu Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Convertible's current stock value. Our valuation model uses many indicators to compare Putnam Convertible value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Convertible competition to find correlations between indicators driving Putnam Convertible's intrinsic value. More Info.Putnam Vertible Securities is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 1.29 of Price To Book per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Putnam Convertible's earnings, one of the primary drivers of an investment's value.Putnam Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Putnam Convertible's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Putnam Convertible could also be used in its relative valuation, which is a method of valuing Putnam Convertible by comparing valuation metrics of similar companies.Putnam Vertible is currently under evaluation in price to earning among similar funds.
Fund Asset Allocation for Putnam Convertible
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash.Asset allocation divides Putnam Convertible's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Putnam Fundamentals
| Price To Earning | 1.73 X | |||
| Price To Book | 2.23 X | |||
| Price To Sales | 1.80 X | |||
| Total Asset | 376.1 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 16.60 % | |||
| One Year Return | 24.70 % | |||
| Three Year Return | 0.82 % | |||
| Five Year Return | 10.17 % | |||
| Ten Year Return | 9.36 % | |||
| Net Asset | 628.15 M | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 5.86 % | |||
| Equity Positions Weight | 6.44 % |
About Putnam Convertible Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam Vertible Securities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Convertible using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Vertible Securities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. Convertible securities include bonds, preferred stocks and other instruments that can be converted into or exchanged for common stock or equivalent value. A significant portion of the convertible securities are below-investment-grade.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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