Nasdaq - Delayed Quote USD

Putnam Focused Equity Fund (PGIVX)

28.43 +0.35 (+1.25%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.26%
5y Average Return 10.77%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 39.40%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 39.40%
Worst 3Y Total Return 4.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGIVX
Category
YTD
12.18%
14.84%
1-Month
3.84%
1.65%
3-Month
12.18%
7.55%
1-Year
32.42%
40.47%
3-Year
10.24%
16.77%
5-Year
12.10%
16.15%
10-Year
9.94%
13.21%
Last Bull Market
36.71%
24.09%
Last Bear Market
-14.99%
-17.61%

Annual Total Return (%) History

Year
PGIVX
Category
2024
--
--
2023
23.47%
--
2022
-15.01%
--
2021
20.42%
--
2020
15.70%
15.83%
2019
28.57%
28.78%
2018
-14.58%
-6.27%
2017
26.82%
20.44%

2016
13.99%
10.37%
2015
0.86%
-1.07%
2014
-0.10%
10.96%
2013
39.40%
31.50%
2012
26.08%
14.96%
2011
-15.32%
-1.27%
2010
31.74%
14.01%
2009
23.82%
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.18% -- -- --
2023 4.60% 9.83% -1.35% 8.94%
2022 -1.96% -14.99% -4.70% 7.00%
2021 5.81% 7.73% -1.16% 6.90%
2020 -21.80% 22.71% 6.30% 13.41%
2019 19.12% 3.04% -1.57% 6.42%
2018 1.27% -3.58% 7.87% -18.90%
2017 6.73% 3.23% 6.78% 7.79%
2016 2.29% 6.15% 5.74% -0.72%
2015 4.87% -4.05% -6.31% 6.99%

2014 1.72% 1.99% -4.56% 0.90%
2013 6.89% 1.75% 14.52% 11.91%
2012 15.78% -7.07% 6.35% 10.18%
2011 6.33% 0.70% -28.38% 10.43%
2010 10.36% -13.01% 19.63% 14.71%
2009 -18.56% 21.24% 20.87% 3.75%

Rank in Category (By Total Return)

YTD 13
1-Month 23
3-Month 13
1-Year 14
3-Year 51
5-Year 81

Load Adjusted Returns

1-Year 27.42%
3-Year 9.41%
5-Year 11.85%
10-Year 9.94%

Performance & Risk

YTD Return 9.26%
5y Average Return 10.77%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Franklin Templeton Investments
Net Assets 655.44M
YTD Return 12.18%
Yield 0.00%
Morningstar Rating
Inception Date Dec 18, 2008

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.

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