Putnam Growth Opportunities Fund Quote
| POGBX Fund | USD 48.10 0.00 0.00% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Putnam Growth is trading at 48.10 as of the 27th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 48.1. Putnam Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Putnam Growth Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of February 2024 and ending today, the 27th of November 2024. Click here to learn more.
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. More on Putnam Growth Opportunities
Moving against Putnam Mutual Fund
Putnam Mutual Fund Highlights
| Fund Concentration | Putnam Funds, Large Growth Funds, Large Growth, Putnam (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Putnam Growth Opportunities [POGBX] is traded in USA and was established 27th of November 2024. Putnam Growth is listed under Putnam category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Putnam family. This fund at this time has accumulated 8.5 B in assets with no minimum investment requirementsPutnam Growth Opport is currently producing year-to-date (YTD) return of 16.57%, while the total return for the last 3 years was 5.5%.
Check Putnam Growth 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 Growth Opportunities 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 Growth Opportunities Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| NSC | Norfolk Southern | Stock | Industrials | |
| NOC | Northrop Grumman | Stock | Industrials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology |
Putnam Growth Opport Risk Profiles
| Mean Deviation | 0.1588 | |||
| Standard Deviation | 0.4467 | |||
| Variance | 0.1995 | |||
| Risk Adjusted Performance | (0.11) |
Putnam Growth Against Markets
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.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
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