Putnam Focused Equity Fund Quote
| PGWTX Fund | USD 39.34 0.18 0.46% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Putnam Focused is trading at 39.34 as of the 29th of November 2024; that is 0.46 percent down since the beginning of the trading day. The fund's open price was 39.52. Putnam Focused has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Putnam Focused Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund invests mainly in equity securities of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80 percent of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts and Global Depositary Receipts . More on Putnam Focused Equity
Moving together with Putnam Mutual Fund
| 0.94 | PEYAX | Putnam Equity Income | PairCorr |
| 0.86 | PFICX | Putnam Floating Rate | PairCorr |
| 0.82 | PFJAX | Putnam High Yield | PairCorr |
| 0.86 | PFLRX | Putnam Floating Rate | PairCorr |
| 0.84 | PFLLX | Putnam Floating Rate | PairCorr |
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Blend Funds, Large Blend, Putnam, Large Blend, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Putnam Focused Equity [PGWTX] is traded in USA and was established 29th of November 2024. Putnam Focused is listed under Putnam category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Putnam family. This fund at this time has accumulated 157.45 M in assets with no minimum investment requirementsPutnam Focused Equity is currently producing year-to-date (YTD) return of 30.53%, while the total return for the last 3 years was 11.65%.
Check Putnam Focused 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 Focused Equity 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 Focused Equity Mutual Fund Constituents
| AIR | AAR Corp | Stock | Industrials | |
| SIRI | Sirius XM Holding | Stock | Communication Services | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| APO | Apollo Global Management | Stock | Financials | |
| TXT | Textron | Stock | Industrials | |
| BA | The Boeing | Stock | Industrials |
Putnam Focused Equity Risk Profiles
| Mean Deviation | 0.578 | |||
| Semi Deviation | 0.709 | |||
| Standard Deviation | 0.7982 | |||
| Variance | 0.6372 |
Putnam Focused Against Markets
Other Information on Investing in Putnam Mutual Fund
Putnam Focused 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 Focused security.
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