Putnam Mortgage Opport Fund Manager Performance Evaluation
| PMOTX Fund | USD 8.93 0.02 0.22% |
The fund holds a Beta of 0.0102, which implies not very significant fluctuations relative to the market. As returns on the market increase, Putnam Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Mortgage 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 Mortgage Opport are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Mortgage is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Putnam |
Putnam Mortgage Relative Risk vs. Return Landscape
If you would invest 877.00 in Putnam Mortgage Opport on November 19, 2025 and sell it today you would earn a total of 16.00 from holding Putnam Mortgage Opport or generate 1.82% return on investment over 90 days. Putnam Mortgage Opport is currently producing 0.0303% returns and takes up 0.1823% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Putnam, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Putnam Mortgage Current Valuation
Overvalued
Today
Please note that Putnam Mortgage's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Mortgage Opport holds a recent Real Value of $8.2 per share. The prevailing price of the fund is $8.93. We determine the value of Putnam Mortgage Opport 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 Mortgage is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Mortgage'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 8.93 | Real 8.2 | Hype 8.93 |
The intrinsic value of Putnam Mortgage'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 Mortgage'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 Mortgage Opport 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 Mortgage more accurately as focusing exclusively on Putnam Mortgage's fundamentals will not take into account other important factors: Putnam Mortgage 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 |
| 8.93 | 90 days | 8.93 | about 1.92 |
Based on a normal probability distribution, the odds of Putnam Mortgage to move above the current price in 90 days from now is about 1.92 (This Putnam Mortgage Opport probability density function shows the probability of Putnam Mutual Fund to fall within a particular range of prices over 90 days) .
Putnam Mortgage Price Density |
| Price |
Predictive Modules for Putnam Mortgage
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 Mortgage Opport. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Putnam Mortgage's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Putnam Mortgage Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Putnam Mortgage is not an exception. The market had few large corrections towards the Putnam Mortgage'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 Mortgage Opport, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Putnam Mortgage within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 0.05 | |
Ir | Information ratio | -0.21 |
Putnam Mortgage 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 Mortgage for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Putnam Mortgage Opport can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
Putnam Mortgage Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Mortgage, and Putnam Mortgage 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.
| Total Asset | 292.24 M | ||||
About Putnam Mortgage Performance
Evaluating Putnam Mortgage's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Mortgage 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 Mortgage 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.
Under normal circumstances, fund invests at least 80 percent of the funds net assets in mortgages, mortgage-related fixed income securities and related derivatives .Things to note about Putnam Mortgage Opport performance evaluation
Checking the ongoing alerts about Putnam Mortgage for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Mortgage Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains most of the assets in different exotic instruments. |
- Analyzing Putnam Mortgage'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 Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Mortgage'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 Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Mortgage's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Mortgage's mutual fund. These opinions can provide insight into Putnam Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Mortgage 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 Mortgage security.
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