Putnam High Income Fund Manager Performance Evaluation
| PCF Fund | USD 6.64 0.05 0.75% |
The fund holds a Beta of 0.28, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam High's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam High is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam High Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly weak fundamental indicators, Putnam High may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more1 | High Income Securities Fund Extends Stockholder Meeting to Jan 3 for Additional Voting Time - StockTitan | 12/27/2024 |
2 | High Income Securities Fund Plans 0.06 Monthly Dividend - MarketBeat | 01/08/2025 |
3 | High Income Securities Fund Short Interest Update - MarketBeat | 01/14/2025 |
4 | Generosity Pours in from Near and Far - Pasadena Now | 01/24/2025 |
5 | High income securities fund director Phillip Goldstein sells 179,929 in shares - Investing.com | 02/26/2025 |
Putnam |
Putnam High Relative Risk vs. Return Landscape
If you would invest 626.00 in Putnam High Income on December 22, 2024 and sell it today you would earn a total of 38.00 from holding Putnam High Income or generate 6.07% return on investment over 90 days. Putnam High Income is generating 0.1002% of daily returns assuming volatility of 0.626% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Putnam, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Putnam High Current Valuation
Fairly Valued
Today
Please note that Putnam High's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam High Income holds a recent Real Value of $6.61 per share. The prevailing price of the fund is $6.64. We determine the value of Putnam High Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support locking in undervalued funds and disposing overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
The fair value of the Putnam fund is determined by what a typical buyer is willing to pay for full or partial control of Putnam High Income. Since Putnam High is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Fund. However, Putnam High'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 6.64 | Real 6.61 | Hype 6.64 | Naive 6.69 |
The real value of Putnam Fund, also known as its intrinsic value, is the underlying worth of Putnam High Income Fund, which is reflected in its stock price. It is based on Putnam High's financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Putnam High'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, or news.
Estimating the potential upside or downside of Putnam High Income helps investors to forecast how Putnam 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 High more accurately as focusing exclusively on Putnam High's fundamentals will not take into account other important factors: Putnam High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam High's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Putnam High Income, and traders can use it to determine the average amount a Putnam High'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 = 0.16
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PCF | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Putnam High 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 High by adding it to a well-diversified portfolio.
Putnam High Fundamentals Growth
Putnam Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam High, and Putnam High 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 Fund performance.
| Return On Equity | 7.08 | ||||
| Return On Asset | 1.26 | ||||
| Profit Margin | 232.36 % | ||||
| Operating Margin | 66.75 % | ||||
| Current Valuation | 112.19 M | ||||
| Shares Outstanding | 9.49 M | ||||
| Price To Earning | 113.44 X | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 18.17 X | ||||
| Revenue | 3.61 M | ||||
| Cash And Equivalents | 110.07 K | ||||
| Cash Per Share | 0.01 X | ||||
| Book Value Per Share | 8.65 X | ||||
| Earnings Per Share | 0.06 X | ||||
About Putnam High Performance
By analyzing Putnam High's fundamental ratios, stakeholders can gain valuable insights into Putnam High's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Putnam High 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 High has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
High Income Securities Fund is a closed-ended balanced income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in both convertible bonds and convertible preferred stocks. The fund benchmarks the performance of its portfolio against a composite index comprising of 50 percent JPMorgan Developed High Yield Index and 50 percent BofA Merrill Lynch AllConvertibles Speculative Quality Index. The fund was formerly known as Putnam High Income Securities Fund High Income Securities Fund was formed on July 9, 1987 and is domiciled in the United States.Things to note about Putnam High Income performance evaluation
Checking the ongoing alerts about Putnam High for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Putnam High Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: High income securities fund director Phillip Goldstein sells 179,929 in shares - Investing.com |
- Analyzing Putnam High'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 High's stock is overvalued or undervalued compared to its peers.
- Examining Putnam High'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 High's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam High's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam High's fund. These opinions can provide insight into Putnam High's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Fund
Putnam High financial ratios help investors to determine whether Putnam 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 High security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |