Putnam Equity Financials
| PEQNX Fund | USD 35.78 0.00 0.00% |
Putnam |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Putnam Equity Fund Summary
Putnam Equity competes with Shelton Emerging, Commodities Strategy, Arrow Managed, T Rowe, and Rbc Emerging. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a companys valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7467452071 |
| Business Address | Putnam Equity Income |
| Mutual Fund Family | Putnam |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 225 1581 |
| Currency | USD - US Dollar |
Putnam Equity Key Financial Ratios
Putnam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Equity's current stock value. Our valuation model uses many indicators to compare Putnam Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Equity competition to find correlations between indicators driving Putnam Equity's intrinsic value. More Info.Putnam Equity Income is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Putnam Equity Income is roughly 9.34 . 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 Equity's earnings, one of the primary drivers of an investment's value.Putnam Equity Income Systematic Risk
Putnam Equity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Putnam Equity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Putnam Equity Income correlated with the market. If Beta is less than 0 Putnam Equity generally moves in the opposite direction as compared to the market. If Putnam Equity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Putnam Equity Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Putnam Equity is generally in the same direction as the market. If Beta > 1 Putnam Equity moves generally in the same direction as, but more than the movement of the benchmark.
Putnam Equity November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Putnam Equity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Putnam Equity Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Putnam Equity Income based on widely used predictive technical indicators. In general, we focus on analyzing Putnam Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Putnam Equity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.64) | |||
| Maximum Drawdown | 2.11 | |||
| Value At Risk | (0.17) | |||
| Potential Upside | 0.0552 |
Other Information on Investing in Putnam Mutual Fund
Putnam Equity 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 Equity security.