Nasdaq - Delayed Quote • USD
Putnam Focused Equity Fund (PGIOX)
At close: 8:00 PM EDT
Fund Summary
The fund invests mainly in equity securities (growth or value stocks or both) of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 7.51% |
| 5y Average Return | 11.16% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PGIOX | Category Average | PGIOX | Category Average | PGIOX | Category Average | |
| Alpha | -0.11 | -0.02 | -1.89 | -0.01 | -2.1 | -0.02 |
| BETA | 0.93 | 0.01 | 0.99 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.97 | 0.01 | 1.15 | 0.01 | 0.95 | 0.01 |
| R-squared | 95.74 | 0.95 | 94.13 | 0.95 | 87.59 | 0.95 |
| Standard Deviation | 16.78 | 0.19 | 18.74 | 0.15 | 16.28 | 0.14 |
| Sharpe Ratio | 0.52 | 0.01 | 0.62 | 0.01 | 0.61 | 0.01 |
| Treynor Ratio | 8.41 | 0.16 | 10.62 | 0.15 | 8.97 | 0.12 |
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