Putnam Research Fund Manager Performance Evaluation
| PNRAX Fund | USD 53.09 0.23 0.43% |
The fund holds a Beta of 0.63, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnam Research's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Research is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Putnam Research Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 30th of November 2022 | |
| Expense Ratio | 1.0100 |
Putnam |
Putnam Research Relative Risk vs. Return Landscape
If you would invest 5,764 in Putnam Research Fund on November 27, 2024 and sell it today you would lose (455.00) from holding Putnam Research Fund or give up 7.89% of portfolio value over 90 days. Putnam Research Fund is currently producing negative expected returns and takes up 1.2% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Research Current Valuation
Fairly Valued
Today
Please note that Putnam Research's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Research holds a recent Real Value of $53.84 per share. The prevailing price of the fund is $53.09. We determine the value of Putnam Research 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 Research is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Research'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 53.09 | Real 53.84 | Hype 53.32 | Naive 53.74 |
The intrinsic value of Putnam Research'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 Research'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 Research Fund 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 Research more accurately as focusing exclusively on Putnam Research's fundamentals will not take into account other important factors: Putnam Research Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Research's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Research Fund, and traders can use it to determine the average amount a Putnam Research'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 = -0.11
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PNRAX |
Estimated Market Risk
| 1.2 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Putnam Research is not performing at its full potential. However, 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 Research by adding Putnam Research to a well-diversified portfolio.
Putnam Research Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Research, and Putnam Research 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.
| Price To Earning | 20.11 X | ||||
| Price To Book | 2.52 X | ||||
| Price To Sales | 1.90 X | ||||
| Total Asset | 369.27 M | ||||
About Putnam Research Performance
Evaluating Putnam Research's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Research 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 Research 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.
The fund invests mainly in common stocks of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.Things to note about Putnam Research performance evaluation
Checking the ongoing alerts about Putnam Research for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Research help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Research generated a negative expected return over the last 90 days | |
| The fund maintains 97.32% of its assets in stocks |
- Analyzing Putnam Research'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 Research's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Research'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 Research's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Research's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Research's mutual fund. These opinions can provide insight into Putnam Research's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Research 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 Research security.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |