Putnam Equity Income Fund Manager Performance Evaluation
| PEYAX Fund | USD 40.40 0.18 0.45% |
The fund holds a Beta of 0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Equity Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Putnam Equity may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.8800 |
Putnam |
Putnam Equity Relative Risk vs. Return Landscape
If you would invest 3,732 in Putnam Equity Income on October 30, 2025 and sell it today you would earn a total of 308.00 from holding Putnam Equity Income or generate 8.25% return on investment over 90 days. Putnam Equity Income is currently producing 0.1345% returns and takes up 0.6728% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Putnam, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Equity Current Valuation
Fairly Valued
Today
Please note that Putnam Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Equity Income holds a recent Real Value of $39.98 per share. The prevailing price of the fund is $40.4. We determine the value of Putnam Equity Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Putnam Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 40.4 | Real 39.98 | Hype 40.4 | Naive 40.39 |
The intrinsic value of Putnam Equity's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Putnam Equity's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Putnam Equity Income helps investors to forecast how Putnam mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Putnam Equity more accurately as focusing exclusively on Putnam Equity's fundamentals will not take into account other important factors: Putnam Equity Target Price Odds to finish over Current Price
The tendency of Putnam Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 40.40 | 90 days | 40.40 | about 6.51 |
Based on a normal probability distribution, the odds of Putnam Equity to move above the current price in 90 days from now is about 6.51 (This Putnam Equity Income probability density function shows the probability of Putnam Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Putnam Equity has a beta of 0.15 indicating as returns on the market go up, Putnam Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Putnam Equity Income will be expected to be much smaller as well. Additionally Putnam Equity Income has an alpha of 0.1054, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Putnam Equity Price Density |
| Price |
Predictive Modules for Putnam Equity
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Putnam Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Putnam Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Putnam Equity is not an exception. The market had few large corrections towards the Putnam Equity's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Putnam Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Putnam Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 1.13 | |
Ir | Information ratio | 0.07 |
Putnam Equity Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Putnam Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Putnam Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Putnam Equity Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Equity, and Putnam Equity fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Putnam Mutual Fund performance.
| Price To Earning | 17.37 X | ||||
| Price To Book | 1.86 X | ||||
| Price To Sales | 1.75 X | ||||
| Total Asset | 12.26 B | ||||
About Putnam Equity Performance
Evaluating Putnam Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Equity has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Putnam Equity has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a companys valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.Things to note about Putnam Equity Income performance evaluation
Checking the ongoing alerts about Putnam Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Equity's mutual fund performance include:- Analyzing Putnam Equity's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Putnam Equity's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Equity's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Putnam Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Equity's mutual fund. These opinions can provide insight into Putnam Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Equity 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 Equity security.
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