Putnman Retirement Competition

Mutual Funds . USA . 
Fund . Putnman Retirement Ready
PRRTX Fund  USD 26.37  0.13  0.49%   
Putnman Retirement Ready competes with Vanguard Target, Fidelity Freedom, HUMANA, Barloworld, and Morningstar Unconstrained; as well as few others. The fund is listed under Target-Date 2030 category and is part of Putnam family. The entity is thematically classified as Moderate Funds. Analyzing Putnman Retirement 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 Putnman Retirement to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Putnman Retirement 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 Putnman Retirement competition on your existing holdings.
  
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Putnman Retirement's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
26.0426.3726.70
Details
Intrinsic
Valuation
LowRealHigh
25.9626.2926.62
Details
Naive
Forecast
LowNextHigh
26.1426.4726.80
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
25.6126.1026.59
Details

Putnman Retirement Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Putnman Retirement 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 Putnman 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 Putnman Retirement Ready does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MSTSX
+ 0.88
VTHRX
FFFEX
+ 0.87
VTHRX
MSTSX
+ 0.83
FFFEX
LBHIX
+ 0.8
VTHRX
LBHIX
+ 0.73
FFFEX
KNF
+ 0.72
VIASP
  
High negative correlations   
KNF
- 0.54
444859BR2
KNF
- 0.47
XTWO
MSTSX
- 0.42
444859BR2
VIASP
- 0.41
444859BR2
444859BR2
- 0.41
VTHRX
LBHIX
- 0.36
444859BR2

Risk-Adjusted Indicators

There is a big difference between Putnman Mutual Fund performing well and Putnman Retirement 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 Putnman Retirement'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
VTHRX  0.31  0.01 (0.16) 0.14  0.24 
(0.33)
 0.76 
(0.58)
 2.01 
FFFEX  0.35  0.05 (0.12) 0.97  0.28 
(0.37)
 0.87 
(0.65)
 2.14 
444859BR2  1.39 (0.06) 0.00 (0.39) 0.00 
 0.00 
 5.93 
(5.79)
 16.62 
BRRAY  1.27 (0.14) 0.00  0.01  0.00 
 0.00 
 0.00 
(2.98)
 34.02 
MSTSX  0.45 (0.01)(0.11) 0.10  0.39 
(0.59)
 1.21 
(0.84)
 2.80 
LBHIX  0.10  0.01 (0.41) 0.24  0.00 
(0.25)
 0.24 
(0.24)
 0.71 
VIASP  0.75  0.10 (0.02)(1.58) 1.11 
(0.81)
 2.28 
(1.20)
 7.18 
144285AL7  0.34 (0.02) 0.00 (0.37) 0.00 
 0.00 
 0.96 
(0.95)
 2.43 
XTWO  0.08 (0.01) 0.00  1.07  0.00 
 0.00 
 0.14 
(0.12)
 0.55 
KNF  1.51  0.27  0.16  0.25  1.73 
(1.59)
 2.77 
(2.46)
 12.78 
All Fundamental Data

Putnman Retirement Competitive Analysis

The better you understand Putnman Retirement competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Putnman Retirement'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 Putnman Retirement'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
PRRTX VTHRX FFFEX 444859BR2 BRRAY MSTSX LBHIX VIASP 144285AL7 XTWO
 0.49 
 26.37 
Putnman
 0.40 
 40.23 
Vanguard
 0.37 
 18.66 
Fidelity
 1.98 
 80.35 
HUMANA
 0.00 
 4.23 
Barloworld
 0.67 
 11.87 
Morningstar
 0.23 
 4.27 
Thrivent
 0.36 
 22.10 
Via
 0.96 
 99.80 
CARPENTER
 0.06 
 49.20 
Bondbloxx
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Relatively risky
Very steady
Out of control
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
OK
OK
Very Weak
Very Weak
OK
Good
Modest
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
Low
Low
Low
Above Average
Below Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Over Valued
Fairly Valued
Fairly 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)
Cautious Hold
Hold
Hold
Cautious Hold
Strong Hold
Strong Hold
Not Rated
Strong Sell
Cautious Hold
Cautious Hold
Current Ratio
N/A
N/A
N/A
N/A
1.49
N/A
N/A
3.49
N/A
N/A
Net Asset
200.66 M
84.09 B
32.15 B
N/A
54.41 B
116.1 M
674.44 M
355.28 M
N/A
35.17 M
EBITDA
N/A
N/A
N/A
N/A
2.77 B
N/A
N/A
33.09 M
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
0.1
N/A
N/A
-0.14
N/A
N/A
Five Year Return
5.85
7.51
7.5
N/A
3.98
8.83
3.43
8.97
N/A
N/A
One Year Return
17.05
18.05
18.47
N/A
N/A
21.02
10.84
N/A
N/A
4.9
Beta
N/A
N/A
N/A
N/A
0.63
N/A
N/A
1.16
N/A
N/A
Number Of Employees
1
1
1
N/A
36
1
1
169
N/A
N/A
Three Year Return
5.72
3.76
3.42
N/A
N/A
7.83
2.94
N/A
N/A
N/A
Cash Flow From Operations
N/A
N/A
N/A
N/A
1.89 B
N/A
N/A
12.7 M
N/A
N/A
Total Debt
N/A
N/A
N/A
N/A
8.64 B
N/A
N/A
135 M
N/A
N/A
Bond Positions Weight
36.65
30.17
29.64
N/A
N/A
22.72
92.23
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
0.047
N/A
N/A
-0.11
N/A
N/A
Current Liabilities
N/A
N/A
N/A
N/A
13.9 B
N/A
N/A
N/A
N/A
N/A
Debt To Equity
N/A
N/A
N/A
N/A
0.68
N/A
N/A
0.69
N/A
N/A
Short Ratio
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.7
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
955.54 M
50.36 M
N/A
N/A
N/A
N/A
Price To Earning
16.11
17.2
17.55
N/A
9.18
N/A
35.48
26.83
N/A
N/A
Price To Sales
1.17
1.35
1.5
N/A
0.0285
N/A
1.23
N/A
N/A
N/A
Net Income
N/A
N/A
N/A
N/A
2.04 B
N/A
N/A
5.2 M
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Year To Date Return
13.1
13.84
13.56
N/A
N/A
15.24
7.84
N/A
N/A
N/A
Revenue
N/A
N/A
N/A
N/A
39.38 B
N/A
N/A
393.49 M
N/A
N/A
Working Capital
N/A
N/A
N/A
N/A
11.95 B
N/A
N/A
N/A
N/A
N/A
Profit Margin
N/A
N/A
N/A
N/A
0.0519
N/A
N/A
0.0094
N/A
N/A
Price To Book
2.05
1.93
2.03
N/A
0.99
N/A
1.58
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
N/A
1.11 B
N/A
N/A
535.95 M
N/A
N/A
Retained Earnings
N/A
N/A
N/A
N/A
13.37 B
N/A
N/A
N/A
N/A
N/A
Current Asset
N/A
N/A
N/A
N/A
25.84 B
N/A
N/A
N/A
N/A
N/A
Cash Position Weight
15.67
9.51
8.26
N/A
N/A
14.28
6.56
N/A
N/A
N/A
Equity Positions Weight
28.52
59.25
60.99
N/A
N/A
61.63
0.07
N/A
N/A
N/A
Shares Outstanding
N/A
N/A
N/A
N/A
185.7 M
N/A
N/A
N/A
N/A
N/A
Annual Yield
0.0244
0.0229
0.0178
N/A
0.0543
0.0204
0.0612
0.0972
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
0.0588
N/A
N/A
0.017
N/A
N/A
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.0
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
99.76
N/A
N/A
3.66
N/A
N/A
Number Of Shares Shorted
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
Minimum Initial Investment
N/A
1 K
N/A
N/A
N/A
N/A
2 K
N/A
N/A
N/A
Total Asset
248.23 M
N/A
15.24 B
N/A
54.41 B
215.11 M
347.66 M
355.28 M
N/A
35.17 M
Last Dividend Paid
0.4
0.28
N/A
N/A
4.6
N/A
0.02
0.73
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
7.68
N/A
N/A
N/A
N/A
N/A
Price To Earnings To Growth
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
0.35
N/A
N/A
1.17
N/A
N/A
Ten Year Return
6.98
8.71
8.18
N/A
N/A
N/A
6.0
N/A
N/A
N/A
Cash And Equivalents
N/A
N/A
N/A
N/A
5.11 B
N/A
N/A
51.31 M
N/A
N/A
Cash Per Share
N/A
N/A
N/A
N/A
25.52
N/A
N/A
3.23
N/A
N/A
Gross Profit
N/A
N/A
N/A
N/A
5.12 B
N/A
N/A
74.67 M
N/A
N/A
Day Typical Price
26.37
40.23
18.66
80.35
4.23
11.87
4.27
22.12
99.8
49.21
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
N/A
38.33
N/A
4.99
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
0.0
(9,223,372,036,855)
9.2 T
(0.73)
(9,223,372,036,855)
(1.50)
Period Momentum Indicator
(0.13)
(0.16)
(0.07)
(1.62)
N/A
(0.08)
0.01
(0.08)
(0.97)
(0.03)
Rate Of Daily Change
1.0
1.0
1.0
0.98
1.0
0.99
1.0
1.0
0.99
1.0
Day Median Price
26.37
40.23
18.66
80.35
4.23
11.87
4.27
22.13
99.8
49.21
Price Action Indicator
(0.07)
(0.08)
(0.04)
(0.81)
N/A
(0.04)
0.005
(0.07)
(0.48)
(0.03)
Coefficient Of Variation
691.28
631.07
630.39
(7,934)
25169.77
889.67
684.6
1170.41
(10,036)
(11,462)
Mean Deviation
0.2624
0.3108
0.3474
1.39
1.27
0.449
0.0981
0.7529
0.335
0.0775
Jensen Alpha
0.0286
0.0098
0.0536
(0.06)
(0.14)
(0.01)
0.0061
0.0958
(0.02)
(0.01)
Total Risk Alpha
(0.01)
(0.01)
(0.01)
(0.47)
(0.66)
(0.04)
(0.01)
(0.09)
(0.09)
(0.03)
Sortino Ratio
(0.22)
(0.16)
(0.12)
N/A
N/A
(0.11)
(0.41)
(0.02)
N/A
N/A
Downside Variance
0.1194
0.1581
0.2006
N/A
N/A
0.3013
0.0623
1.71
N/A
N/A
Standard Deviation
0.3348
0.3955
0.4463
2.66
4.2
0.5833
0.1475
1.16
0.4796
0.1002
Kurtosis
(0.18)
0.1048
0.0014
5.08
11.15
0.1538
0.6956
5.37
1.97
2.84
Potential Upside
0.6536
0.7568
0.8677
5.93
N/A
1.21
0.237
2.28
0.9638
0.1422
Treynor Ratio
0.4458
0.1407
0.9696
(0.39)
0.0051
0.1013
0.2422
(1.58)
(0.37)
1.07
Maximum Drawdown
1.39
2.01
2.14
16.62
34.02
2.8
0.7081
7.18
2.43
0.5479
Variance
0.1121
0.1564
0.1992
7.08
17.65
0.3403
0.0218
1.35
0.23
0.01
Market Risk Adjusted Performance
0.4558
0.1507
0.9796
(0.38)
0.0151
0.1113
0.2522
(1.57)
(0.36)
1.08
Risk Adjusted Performance
0.0929
0.1062
0.1084
(0)
0.0112
0.0788
0.0666
0.0655
(0.01)
(0.07)
Skewness
0.0429
0.0648
0.02
0.7973
0.4951
0.3353
0.3286
(0.91)
0.4581
(0.82)
Semi Deviation
0.1795
0.2357
0.2821
N/A
N/A
0.3905
0.0
1.11
N/A
N/A
Information Ratio
(0.23)
(0.16)
(0.12)
(0.06)
(0.03)
(0.10)
(0.70)
(0.02)
(0.27)
(1.25)
Value At Risk
(0.54)
(0.58)
(0.65)
(5.79)
(2.98)
(0.84)
(0.24)
(1.20)
(0.95)
(0.12)
Expected Short fall
(0.30)
(0.33)
(0.37)
N/A
N/A
(0.59)
(0.25)
(0.81)
N/A
N/A
Downside Deviation
0.3455
0.3976
0.4479
N/A
N/A
0.5489
0.2496
1.31
N/A
N/A
Semi Variance
0.0322
0.0555
0.0796
N/A
N/A
0.1525
(0.01)
1.24
N/A
N/A

Putnman Retirement Competition Performance Charts

Five steps to successful analysis of Putnman Retirement Competition

Putnman Retirement'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 Putnman Retirement Ready in relation to its competition. Putnman Retirement's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Putnman Retirement 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 Putnman Retirement's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Putnman Retirement Ready, 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 Putnman Retirement position

In addition to having Putnman Retirement 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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Run Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Heavy Metals Theme or any other thematic opportunities.
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Other Information on Investing in Putnman Mutual Fund

Putnman Retirement financial ratios help investors to determine whether Putnman 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 Putnman with respect to the benefits of owning Putnman Retirement security.
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Analyze and compare many basic indicators for a group of related or unrelated entities
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Use basic forecasting models to generate price predictions and determine price momentum
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