Putnam Small Cap Fund Manager Performance Evaluation
| PNSAX Fund | USD 83.56 2.18 2.54% |
The fund holds a Beta of 1.28, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Putnam Small will likely underperform.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Putnam Small Cap are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Putnam Small is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 3 Small-Cap Growth Mutual Funds for Higher Returns - Yahoo Finance | 01/05/2026 |
| Expense Ratio Date | 1st of November 2025 | |
| Expense Ratio | 1.1700 |
Putnam |
Putnam Small Relative Risk vs. Return Landscape
If you would invest 8,102 in Putnam Small Cap on November 4, 2025 and sell it today you would earn a total of 254.00 from holding Putnam Small Cap or generate 3.14% return on investment over 90 days. Putnam Small Cap is currently producing 0.0596% returns and takes up 1.3517% volatility of returns over 90 trading days. Put another way, 12% 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 Small Current Valuation
Overvalued
Today
Please note that Putnam Small's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Putnam Small Cap holds a recent Real Value of $76.5 per share. The prevailing price of the fund is $83.56. We determine the value of Putnam Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Small'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 83.56 | Real 76.5 | Hype 83.56 | Naive 80.24 |
The intrinsic value of Putnam Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Putnam Small's fundamentals will not take into account other important factors: Putnam Small 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 |
| 83.56 | 90 days | 83.56 | about 33.81 |
Based on a normal probability distribution, the odds of Putnam Small to move above the current price in 90 days from now is about 33.81 (This Putnam Small Cap 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 the mutual fund has the beta coefficient of 1.28 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Putnam Small will likely underperform. Additionally Putnam Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Putnam Small Price Density |
| Price |
Predictive Modules for Putnam Small
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 Small Cap. 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 Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Putnam Small is not an exception. The market had few large corrections towards the Putnam Small'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 Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Putnam Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.07 | |
β | Beta against Dow Jones | 1.28 | |
σ | Overall volatility | 3.04 | |
Ir | Information ratio | -0.05 |
Putnam Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Putnam Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Small-Cap Growth Mutual Funds for Higher Returns - Yahoo Finance | |
| The fund maintains 95.11% of its assets in stocks |
Putnam Small Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Small, and Putnam Small 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 | 18.90 X | |||
| Price To Book | 2.31 X | |||
| Price To Sales | 1.24 X | |||
| Total Asset | 555.22 M | |||
About Putnam Small Performance
Evaluating Putnam Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Small 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 Small 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 small U.S. companies, with a focus on growth stocks. Growth stocks are stocks issued by 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. It invests at least 80 percent of the funds net assets in companies of a size similar to those in the Russell 2000 Growth Index.Things to note about Putnam Small Cap performance evaluation
Checking the ongoing alerts about Putnam Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Small-Cap Growth Mutual Funds for Higher Returns - Yahoo Finance | |
| The fund maintains 95.11% of its assets in stocks |
- Analyzing Putnam Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Small's mutual fund. These opinions can provide insight into Putnam Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Putnam Mutual Fund
Putnam Small 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 Small security.
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