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Putnam Global Financial B (PGFOX)

13.94 Up 0.22(1.60%) Oct 17
Prev Close:13.72
YTD Return*:-3.42%
Net Assets*:11.39M
Yield*:0.09%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for PGFOX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WFC5.0215.11
JPM4.904.19
BAC3.898.48
SMFNF2.92-19.56
AAIGF.HK2.823.13

Fund Basics

Morningstar Overall Rating:
Total Assets:11.39M
Category:Financial
Annual Report Expense Ratio (net):2.10%

Performance & Risk

YTD Return:-3.42%
5y Avg Return:4.55%
Rank in Category (ytd):97
% Rank in Category (ytd):102.11%
Beta (3y):1.38
Morningstar Risk Rating:5

Fund Summary

The investment seeks capital appreciation. This fund concentrates in the financial industries. The advisers invest mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the managers believe have favorable investment potential. Potential investments include commercial and investment banks, savings and loan organizations, brokerage and asset management firms, insurance companies and real estate investment trusts and real estate investment and development companies. View More
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