Putnam Growth Opportunities Fund Key Fundamental Indicators
| POGAX Fund | USD 73.67 0.76 1.04% |
As of the 11th of February 2026, Putnam Growth holds the Risk Adjusted Performance of (0.03), coefficient of variation of (2,330), and Variance of 1.1. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Putnam Growth, as well as the relationship between them.
Putnam Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Putnam Growth's valuation are provided below:Putnam Growth Opportunities does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Putnam |
Putnam Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Putnam Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Putnam Growth.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Putnam Growth on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Putnam Growth Opportunities or generate 0.0% return on investment in Putnam Growth over 90 days. Putnam Growth is related to or competes with Putnam Growth, Oppenheimer Main, Oppenheimer Main, Columbia Seligman, T Rowe, T Rowe, and Wells Fargo. Under normal circumstances, the fund invests at least 80 percent of its net assets in companies of a size similar to tho... More
Putnam Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Putnam Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Putnam Growth Opportunities upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 5.06 | |||
| Value At Risk | (2.01) | |||
| Potential Upside | 1.48 |
Putnam Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Putnam Growth's standard deviation. In reality, there are many statistical measures that can use Putnam Growth historical prices to predict the future Putnam Growth's volatility.| Risk Adjusted Performance | (0.03) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | 2.93 |
Putnam Growth February 11, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | 2.94 | |||
| Mean Deviation | 0.7618 | |||
| Coefficient Of Variation | (2,330) | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.16) | |||
| Treynor Ratio | 2.93 | |||
| Maximum Drawdown | 5.06 | |||
| Value At Risk | (2.01) | |||
| Potential Upside | 1.48 | |||
| Skewness | (0.13) | |||
| Kurtosis | 0.6688 |
Putnam Growth Opport Backtested Returns
Putnam Growth Opport maintains Sharpe Ratio (i.e., Efficiency) of -0.0163, which implies the entity had a -0.0163 % return per unit of risk over the last 3 months. Putnam Growth Opport exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Putnam Growth's Coefficient Of Variation of (2,330), risk adjusted performance of (0.03), and Variance of 1.1 to confirm the risk estimate we provide. The fund holds a Beta of -0.0188, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Putnam Growth are expected to decrease at a much lower rate. During the bear market, Putnam Growth is likely to outperform the market.
Auto-correlation | -0.46 |
Modest reverse predictability
Putnam Growth Opportunities has modest reverse predictability. Overlapping area represents the amount of predictability between Putnam Growth time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Putnam Growth Opport price movement. The serial correlation of -0.46 indicates that about 46.0% of current Putnam Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.46 | |
| Spearman Rank Test | -0.49 | |
| Residual Average | 0.0 | |
| Price Variance | 1.29 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Putnam Growth Opportunities has a Price To Earning of 23.98 times. This is 208.62% higher than that of the Franklin Templeton Investments family and significantly higher than that of the Large Growth category. The price to earning for all United States funds is notably lower than that of the firm.
Putnam Growth Opport Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Growth's current stock value. Our valuation model uses many indicators to compare Putnam Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Growth competition to find correlations between indicators driving Putnam Growth's intrinsic value. More Info.Putnam Growth Opportunities 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Putnam Growth Opportunities is roughly 6.26 . 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 Growth's earnings, one of the primary drivers of an investment's value.Putnam Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Putnam Growth's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Putnam Growth could also be used in its relative valuation, which is a method of valuing Putnam Growth by comparing valuation metrics of similar companies.Putnam Growth is currently under evaluation in price to earning among similar funds.
Putnam Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Putnam Growth's current stock value. Our valuation model uses many indicators to compare Putnam Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Growth competition to find correlations between indicators driving Putnam Growth's intrinsic value. More Info.Putnam Growth Opportunities 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 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Putnam Growth Opportunities is roughly 6.26 . 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 Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Putnam Growth
The fund consists of 97.91% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Putnam Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Putnam Fundamentals
| Price To Earning | 23.98 X | ||||
| Price To Book | 3.83 X | ||||
| Price To Sales | 2.81 X | ||||
| Total Asset | 8.29 B | ||||
| Year To Date Return | 0.49 % | ||||
| One Year Return | 11.56 % | ||||
| Three Year Return | 26.69 % | ||||
| Five Year Return | 13.49 % | ||||
| Ten Year Return | 16.27 % | ||||
| Net Asset | 13.43 B | ||||
| Cash Position Weight | 2.09 % | ||||
| Equity Positions Weight | 97.91 % |
About Putnam Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam Growth Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Growth Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. Growth stocks are stocks of 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. The fund is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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