Putnam Convertible Securities Fund Quote
| PCNTX Fund | USD 26.40 0.17 0.64% |
Performance8 of 100
| Odds Of DistressLess than 20
|
Putnam Convertible is trading at 26.40 as of the 1st of February 2025; that is 0.64 percent down since the beginning of the trading day. The fund's open price was 26.57. Putnam Convertible has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests mainly in convertible securities of U.S. companies. Convertible securities combine the investment characteristics of bonds and common stocks. Under normal circumstances, it invests at least 80 percent of the funds net assets in convertible securities. More on Putnam Convertible Securities
Moving together with Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Thematic Idea | Convertibles Funds (View all Themes) |
| Fund Concentration | Putnam Funds, Large Growth Funds, Convertibles Funds, Convertibles Funds, Convertibles, Putnam (View all Sectors) |
| Update Date | 31st of December 2024 |
Putnam Convertible Securities [PCNTX] is traded in USA and was established 1st of February 2025. Putnam Convertible is listed under Putnam category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Putnam family. The entity is thematically classified as Convertibles Funds. This fund at this time has accumulated 751.33 M in assets with no minimum investment requirementsPutnam Convertible is currently producing year-to-date (YTD) return of 3.43% with the current yeild of 0.02%, while the total return for the last 3 years was 4.64%.
Check Putnam Convertible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Convertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Putnam Convertible Securities Mutual Fund Constituents
Putnam Convertible Risk Profiles
| Mean Deviation | 0.5042 | |||
| Semi Deviation | 0.5691 | |||
| Standard Deviation | 0.6422 | |||
| Variance | 0.4124 |
Putnam Convertible Against Markets
Other Information on Investing in Putnam Mutual Fund
Putnam Convertible 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 Convertible security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |