Putnam Multi-cap Competition

Mutual Funds . USA . 
Fund . Putnam Multi Cap Growth
PNOPX Fund  USD 136.46  1.04  0.77%   
Putnam Multi Cap competes with George Putnam, Putnam Dynamic, Morningstar Unconstrained, Thrivent High, and Via Renewables; as well as few others. The fund is listed under Large Growth category and is part of Putnam family. Analyzing Putnam Multi-cap competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Putnam Multi-cap to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Putnam Multi-cap Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Putnam Multi-cap competition on your existing holdings.
  
Hype
Prediction
LowEstimatedHigh
135.68136.46137.24
Details
Intrinsic
Valuation
LowRealHigh
121.79122.57150.11
Details
Naive
Forecast
LowNextHigh
135.23136.01136.78
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
135.13136.11137.09
Details

Putnam Multi-cap Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Putnam Multi-cap and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Putnam and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Putnam Multi Cap does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PAGYX
+ 0.91
PGEYX
RRTLX
+ 0.85
PAGYX
MSTSX
+ 0.81
PGEYX
RRTLX
+ 0.81
MSTSX
SITKF
+ 0.79
MSTSX
OSHDF
+ 0.78
VIASP
  
High negative correlations   
SITKF
- 0.13
VIASP
VIASP
- 0.13
MSTSX
SITKF
- 0.09
OSHDF
OSHDF
- 0.05
MSTSX
RRTLX
- 0.04
VIASP
SITKF
- 0.0
AQUI

Risk-Adjusted Indicators

There is a big difference between Putnam Mutual Fund performing well and Putnam Multi-cap Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Putnam Multi-cap's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PGEYX  0.38  0.00 (0.12) 0.11  0.38 
(0.40)
 0.88 
(0.89)
 2.31 
PAGYX  0.47  0.04 (0.12)(1.72) 0.57 
(0.51)
 1.06 
(1.08)
 3.02 
AQUI  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
MSTSX  0.50 (0.04)(0.13) 0.06  0.52 
(0.61)
 1.21 
(1.02)
 2.80 
LBHIX  0.11  0.02 (0.41) 2.96  0.00 
(0.29)
 0.24 
(0.24)
 0.96 
VIASP  0.72  0.00 (0.02) 0.00  1.05 
(0.80)
 2.28 
(1.15)
 7.18 
RRTLX  0.24  0.00 (0.33) 0.37  0.26 
(0.27)
 0.56 
(0.56)
 1.37 
OSHDF  39.65  22.65  0.00 (0.96) 0.00 
 0.00 
 0.00 
 0.00 
 1,329 
70082LAB3  0.99  0.03 (0.04) 1.55  2.18 
(1.09)
 1.75 
(1.69)
 24.27 
SITKF  5.58  1.06  0.14  3.03  5.02 
(8.21)
 14.29 
(9.09)
 32.64 
All Fundamental Data

Putnam Multi-cap Competitive Analysis

The better you understand Putnam Multi-cap competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Putnam Multi-cap's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Putnam Multi-cap's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PNOPX PGEYX PAGYX AQUI MSTSX LBHIX VIASP RRTLX OSHDF 70082LAB3
 0.77 
 136.46 
Putnam
 0.26 
 26.98 
George
 0.36 
 22.25 
Putnam
 0.00 
 0.01 
Aquagold
 0.43 
 11.73 
Morningstar
 0.24 
 4.25 
Thrivent
 0.54 
 22.46 
Via
 0.24 
 12.57 
RRTLX
 1,329 
 0.01 
Oshidori
 4.57 
 85.38 
70082LAB3
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Modest
OK
OK
Very Weak
Insignificant
Good
OK
Weak
OK
Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Average
Low
Low
Average
Low
Average
Below Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Hold
Strong Sell
Strong Sell
Strong Hold
Strong Sell
Hold
Sell
Strong Sell
Strong Sell
Current Ratio
N/A
N/A
N/A
N/A
N/A
N/A
3.49
N/A
N/A
N/A
Net Asset
5.45 B
1.25 B
3.04 B
3.19 K
116.1 M
674.44 M
355.28 M
1.46 B
6.31 B
N/A
Profit Margin
N/A
N/A
N/A
N/A
N/A
N/A
0.0094
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
(727.69 K)
N/A
N/A
33.09 M
N/A
(3.49 B)
N/A
Price To Book
3.78
2.52
1.94
N/A
N/A
1.58
N/A
2.13
0.005
N/A
Current Valuation
N/A
N/A
N/A
912.76 K
N/A
N/A
535.95 M
N/A
103.84 M
N/A
Operating Margin
N/A
N/A
N/A
N/A
N/A
N/A
-0.14
N/A
1.04
N/A
Five Year Return
14.98
10.0
10.74
N/A
8.6
3.31
8.97
0.0406
N/A
N/A
Retained Earnings
N/A
N/A
N/A
(4.18 M)
N/A
N/A
N/A
N/A
N/A
N/A
One Year Return
32.11
23.97
26.93
N/A
19.87
11.68
N/A
0.067
N/A
N/A
Beta
N/A
N/A
N/A
7.05
N/A
N/A
1.16
N/A
0.67
N/A
Cash Position Weight
3.39
2.69
8.37
N/A
14.28
6.56
N/A
7.22
N/A
N/A
Equity Positions Weight
96.6
61.49
68.18
N/A
61.63
0.07
N/A
38.52
N/A
N/A
Number Of Employees
1
1
1
7
1
1
169
1
31
N/A
Shares Outstanding
N/A
N/A
N/A
965.83 K
N/A
N/A
N/A
N/A
6.11 B
N/A
Three Year Return
6.09
5.67
6.37
N/A
7.0
2.59
N/A
0.0491
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
(218.19 K)
N/A
N/A
12.7 M
N/A
499.26 M
N/A
Annual Yield
0.0014
0.0146
0.0212
N/A
0.021
0.0617
0.0972
0.0211
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
N/A
N/A
135 M
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.017
N/A
-0.5
N/A
Bond Positions Weight
N/A
34.73
17.09
N/A
22.72
92.23
N/A
14.43
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
-5.5
N/A
N/A
-0.11
N/A
-0.46
N/A
Book Value Per Share
N/A
N/A
N/A
-1.18
N/A
N/A
3.66
N/A
0.89
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
N/A
Current Liabilities
N/A
N/A
N/A
794 K
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
4.93 B
1.92 B
3.07 B
3.19 K
215.11 M
347.66 M
355.28 M
1.03 B
6.31 B
N/A
Last Dividend Paid
0.33
0.05
0.13
N/A
N/A
0.02
0.73
0.14
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
N/A
N/A
0.69
N/A
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.84
N/A
Market Capitalization
N/A
N/A
N/A
96.58 K
50.36 M
N/A
N/A
N/A
233.49 M
N/A
Price To Earning
24.24
20.11
14.76
-0.22
N/A
35.48
26.83
18.25
N/A
N/A
Price To Sales
2.8
1.9
1.03
N/A
N/A
1.23
N/A
1.57
N/A
N/A
Net Income
N/A
N/A
N/A
(627.79 K)
N/A
N/A
5.2 M
N/A
(3.15 B)
N/A
Earnings Per Share
N/A
N/A
N/A
-0.63
N/A
N/A
1.17
N/A
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
30.28
N/A
Year To Date Return
24.46
16.99
19.75
N/A
13.69
6.69
N/A
-0.0211
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
N/A
N/A
393.49 M
N/A
(3.1 B)
N/A
Ten Year Return
14.47
9.55
9.13
N/A
N/A
6.0
N/A
5.76
N/A
N/A
Working Capital
N/A
N/A
N/A
(794 K)
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
1.15 K
N/A
N/A
51.31 M
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
N/A
N/A
3.23
N/A
N/A
N/A
Gross Profit
N/A
N/A
N/A
(143.88 K)
N/A
N/A
74.67 M
N/A
(4.09 B)
N/A
Day Typical Price
136.46
26.98
22.25
0.006
11.73
4.25
22.4
12.57
0.01
85.38
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
0.0085
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
0.19
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
9.2 T
9.2 T
0.0
9.2 T
9.2 T
0.6316
9.2 T
9.2 T
(9,223,372,036,855)
Period Momentum Indicator
1.04
0.07
0.08
N/A
0.05
0.01
0.12
0.03
0.0093
(4.09)
Rate Of Daily Change
1.01
1.0
1.0
1.0
1.0
1.0
1.01
1.0
14.29
0.95
Day Median Price
136.46
26.98
22.25
0.006
11.73
4.25
22.37
12.57
0.01
85.38
Price Action Indicator
0.52
0.035
0.04
N/A
0.025
0.005
0.16
0.015
0.0046
(2.05)
Relative Strength Index
20.43
34.38
30.72
N/A
13.35
11.7
67.94
37.24
N/A
80.69
Coefficient Of Variation
1056.74
729.0
1224.33
N/A
1372.45
583.8
1077.04
2073.35
812.4
5777.29
Mean Deviation
0.5563
0.3812
0.4735
N/A
0.4952
0.1099
0.7202
0.2405
39.65
0.9851
Jensen Alpha
(0.03)
(0)
0.0442
N/A
(0.04)
0.0182
N/A
0.0034
22.65
0.0281
Total Risk Alpha
(0.06)
(0.02)
(0.06)
N/A
(0.06)
(0.01)
(0.08)
(0.04)
(5.63)
(0.34)
Sortino Ratio
(0.07)
(0.12)
(0.12)
N/A
(0.13)
(0.41)
(0.02)
(0.33)
N/A
(0.04)
Downside Variance
0.7426
0.2835
0.4536
N/A
0.4204
0.0625
1.57
0.1206
N/A
5.09
Standard Deviation
0.7748
0.5032
0.6277
N/A
0.6394
0.1689
1.14
0.3112
163.54
2.34
Kurtosis
1.18
0.5739
0.8895
N/A
(0)
3.69
5.9
(0.02)
66.0
22.36
Potential Upside
1.27
0.8755
1.06
N/A
1.21
0.2381
2.28
0.5564
N/A
1.75
Treynor Ratio
0.0808
0.114
(1.72)
N/A
0.0585
2.96
N/A
0.374
(0.96)
1.55
Maximum Drawdown
3.86
2.31
3.02
N/A
2.8
0.9552
7.18
1.37
1328.57
24.27
Variance
0.6004
0.2532
0.394
N/A
0.4088
0.0285
1.31
0.0969
26743.97
5.47
Market Risk Adjusted Performance
0.0908
0.124
(1.71)
N/A
0.0685
2.97
N/A
0.384
(0.95)
1.56
Risk Adjusted Performance
0.0727
0.1
0.0604
N/A
0.0539
0.096
0.0745
0.0223
0.1044
0.02
Skewness
(0.47)
(0.19)
(0.30)
N/A
0.1122
1.16
(0.94)
0.0832
8.12
0.8071
Semi Deviation
0.7265
0.3793
0.5744
N/A
0.5171
0.0
1.05
0.264
N/A
2.18
Information Ratio
(0.07)
(0.12)
(0.13)
N/A
(0.13)
(0.60)
(0.02)
(0.37)
0.1223
(0.04)
Value At Risk
(1.31)
(0.89)
(1.08)
N/A
(1.02)
(0.24)
(1.15)
(0.56)
N/A
(1.69)
Expected Short fall
(0.56)
(0.40)
(0.51)
N/A
(0.61)
(0.29)
(0.80)
(0.27)
N/A
(1.09)
Downside Deviation
0.8617
0.5324
0.6735
N/A
0.6484
0.25
1.25
0.3473
N/A
2.26
Semi Variance
0.5278
0.1439
0.3299
N/A
0.2674
(0.02)
1.1
0.0697
N/A
4.75

Putnam Multi-cap Competition Performance Charts

Five steps to successful analysis of Putnam Multi-cap Competition

Putnam Multi-cap's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Putnam Multi Cap in relation to its competition. Putnam Multi-cap's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Putnam Multi-cap in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Putnam Multi-cap's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Putnam Multi Cap, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Putnam Multi-cap position

In addition to having Putnam Multi-cap in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Moderate Funds Theme
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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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