Putnam Growth Opportunities Fund Manager Performance Evaluation
| POGAX Fund | USD 74.29 0.49 0.66% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Putnam Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Putnam Growth is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Putnam Growth Opportunities has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Putnam Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of December 2025 | |
| Expense Ratio | 0.9300 |
Putnam |
Putnam Growth Relative Risk vs. Return Landscape
If you would invest 7,617 in Putnam Growth Opportunities on November 4, 2025 and sell it today you would lose (188.00) from holding Putnam Growth Opportunities or give up 2.47% of portfolio value over 90 days. Putnam Growth Opportunities is currently producing negative expected returns and takes up 0.9718% volatility of returns over 90 trading days. Put another way, 8% 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 Growth Current Valuation
Fairly Valued
Today
Please note that Putnam Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Putnam Growth Opport holds a recent Real Value of $74.16 per share. The prevailing price of the fund is $74.29. We determine the value of Putnam Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Putnam Mutual Fund. However, Putnam Growth'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 74.29 | Real 74.16 | Hype 73.14 | Naive 74.95 |
The intrinsic value of Putnam Growth'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 Growth'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 Growth Opportunities 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 Growth more accurately as focusing exclusively on Putnam Growth's fundamentals will not take into account other important factors: Putnam Growth 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 |
| 74.29 | 90 days | 74.29 | about 75.78 |
Based on a normal probability distribution, the odds of Putnam Growth to move above the current price in 90 days from now is about 75.78 (This Putnam Growth Opportunities 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 Growth has a beta of 0.8 indicating as returns on the market go up, Putnam Growth average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Putnam Growth Opportunities will be expected to be much smaller as well. Additionally Putnam Growth Opportunities 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 Growth Price Density |
| Price |
Predictive Modules for Putnam Growth
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 Growth 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.Putnam Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Putnam Growth is not an exception. The market had few large corrections towards the Putnam Growth'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 Growth Opportunities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Putnam Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | -0.1 |
Putnam Growth 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 Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Putnam Growth 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.| Putnam Growth Opport generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Victory PM to retire, come off 24bn in funds - Citywire | |
| The fund maintains 97.91% of its assets in stocks |
Putnam Growth Fundamentals Growth
Putnam Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Putnam Growth, and Putnam Growth 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 | 23.98 X | |||
| Price To Book | 3.83 X | |||
| Price To Sales | 2.81 X | |||
| Total Asset | 8.29 B | |||
About Putnam Growth Performance
Evaluating Putnam Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Putnam Growth 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 Growth 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, 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.Things to note about Putnam Growth Opport performance evaluation
Checking the ongoing alerts about Putnam Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Putnam Growth Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Putnam Growth Opport generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Victory PM to retire, come off 24bn in funds - Citywire | |
| The fund maintains 97.91% of its assets in stocks |
- Analyzing Putnam Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Putnam Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Putnam Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Putnam Growth's mutual fund. These opinions can provide insight into Putnam Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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