Putnam Multicap Core Fund Manager Performance Evaluation
| PMYYX Fund | USD 45.81 0.22 0.48% |
The fund holds a Beta of -0.0047, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Putnam Multicap are expected to decrease at a much lower rate. During the bear market, Putnam Multicap is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Multicap Core are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Putnam Multicap may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7300 |
Putnam |
Putnam Multicap Relative Risk vs. Return Landscape
If you would invest 4,261 in Putnam Multicap Core on August 28, 2024 and sell it today you would earn a total of 320.00 from holding Putnam Multicap Core or generate 7.51% return on investment over 90 days. Putnam Multicap Core is currently producing 0.118% returns and takes up 0.7768% 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 Multicap Current Valuation
Overvalued
Today
Please note that Putnam Multicap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Multicap Core holds a recent Real Value of $42.15 per share. The prevailing price of the fund is $45.81. We determine the value of Putnam Multicap Core 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 Multicap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Multicap'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 45.81 | Real 42.15 | Hype 45.81 |
The intrinsic value of Putnam Multicap'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 Multicap'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 Multicap Core 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 Multicap more accurately as focusing exclusively on Putnam Multicap's fundamentals will not take into account other important factors: Putnam Multicap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Putnam Multicap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Putnam Multicap Core, and traders can use it to determine the average amount a Putnam Multicap's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1519
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | PMYYX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Putnam Multicap is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Putnam Multicap by adding it to a well-diversified portfolio.
Putnam Multicap Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Multicap, and Putnam Multicap 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 | 15.35 X | ||||
| Price To Book | 1.97 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 3.62 B | ||||
About Putnam Multicap Performance
Evaluating Putnam Multicap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Multicap 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 Multicap 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 of any size that the adviser believes have favorable investment potential. The adviser may also consider other factors the advisor believes will cause the stock price to rise. 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 Multicap Core performance evaluation
Checking the ongoing alerts about Putnam Multicap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Multicap Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Putnam Multicap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Putnam Multicap's mutual fund performance include:- Analyzing Putnam Multicap'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 Multicap's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Multicap'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 Multicap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Multicap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Multicap's mutual fund. These opinions can provide insight into Putnam Multicap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Multicap 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 Multicap security.
| Stocks Directory Find actively traded stocks across global markets | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |