Putnam Growth Financial Statements From 2010 to 2024

PGOEX Fund  USD 77.97  0.66  0.85%   
Putnam Growth financial statements provide useful quarterly and yearly information to potential Putnam Growth Opportunities investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Putnam Growth financial statements helps investors assess Putnam Growth's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Putnam Growth's valuation are summarized below:
Putnam Growth Opportunities does not presently have any trending fundamental ratios for analysis.
Check Putnam Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Putnam Growth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Putnam financial statements analysis is a perfect complement when working with Putnam Growth Valuation or Volatility modules.
  
This module can also supplement various Putnam Growth Technical models . Check out the analysis of Putnam Growth Correlation against competitors.

Putnam Growth Opportunities Mutual Fund Year To Date Return Analysis

Putnam Growth's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Putnam Growth Year To Date Return

    
  30.47 %  
Most of Putnam Growth's fundamental indicators, such as Year To Date Return, 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 Growth Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Putnam Growth Opportunities has a Year To Date Return of 30.4664%. This is 792.42% lower than that of the Putnam family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.

Putnam Growth Opport Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Putnam Growth's current stock value. Our valuation model uses many indicators to compare Putnam Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Growth competition to find correlations between indicators driving Putnam Growth's intrinsic value. More Info.
Putnam Growth Opportunities is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about  1.16  of One Year Return per Year To Date Return. 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 Growth's earnings, one of the primary drivers of an investment's value.

About Putnam Growth Financial Statements

Putnam Growth investors use historical fundamental indicators, such as Putnam Growth's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Putnam Growth. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in companies of a size similar to those in the Russell 1000 Growth Index. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The fund is non-diversified.

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Other Information on Investing in Putnam Mutual Fund

Putnam Growth 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 Growth security.
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