Putnam Small Cap Fund Quote
| PNSAX Fund | USD 80.84 0.63 0.79% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Putnam Small is trading at 80.84 as of the 26th of November 2024; that is 0.79 percent up since the beginning of the trading day. The fund's open price was 80.21. Putnam Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Putnam Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests mainly in common stocks of small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by 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. More on Putnam Small Cap
Moving together with Putnam Mutual Fund
| 0.96 | PEYAX | Putnam Equity Income | PairCorr |
| 0.74 | PFICX | Putnam Floating Rate | PairCorr |
| 0.79 | PFJAX | Putnam High Yield | PairCorr |
| 0.76 | PFLRX | Putnam Floating Rate | PairCorr |
| 0.74 | PFLLX | Putnam Floating Rate | PairCorr |
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Funds, Small Growth Funds, Small Growth, Putnam, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of October 2022 |
| Fiscal Year End | June |
Putnam Small Cap [PNSAX] is traded in USA and was established 26th of November 2024. Putnam Small is listed under Putnam category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Putnam family. This fund at this time has accumulated 1.09 B in assets with no minimum investment requirementsPutnam Small Cap is currently producing year-to-date (YTD) return of 27.78%, while the total return for the last 3 years was 2.16%.
Check Putnam Small 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 Small Cap 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 Small Cap Mutual Fund Constituents
| KNSL | Kinsale Capital Group | Stock | Financials | |
| TREX | Trex Company | Stock | Industrials | |
| PLMR | Palomar Holdings | Stock | Financials | |
| MTSI | MACOM Technology Solutions | Stock | Information Technology | |
| JBT | John Bean Technologies | Stock | Industrials | |
| PATK | Patrick Industries | Stock | Industrials | |
| CNMD | CONMED | Stock | Health Care | |
| LGND | Ligand Pharmaceuticals Incorporated | Stock | Health Care |
Putnam Small Cap Risk Profiles
| Mean Deviation | 0.8753 | |||
| Semi Deviation | 0.9904 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 |
Putnam Small Against Markets
Other Information on Investing in Putnam Mutual Fund
Putnam Small 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 Small security.
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| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |