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Putnam Global Utilities A (PUGIX)

12.73 0.00(0.00%) Jul 23
Prev Close:12.73
YTD Return*:16.00%
Net Assets*:234.20M
Yield*:1.94%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
EIX5.8425.79
CPN5.8119.84
NEE5.6820.18
PCG5.3219.51
NGGTF.L5.2911.16

Fund Basics

Morningstar Overall Rating:
Total Assets:234.2M
Category:Utilities
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:16.00%
5y Avg Return:8.44%
Rank in Category (ytd):60
% Rank in Category (ytd):86.96%
Beta (3y):0.45
Morningstar Risk Rating:3

Fund Summary

The investment seeks capital growth and current income. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Potential investments include electric, gas or water utilities and companies that operate as independent producers and/or distributors of power. It may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes, and may engage in short sales of securities. The fund is non-diversified. View More
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