Putnam Global Telecommunication Fund Class A

 (MUTF:PGBZX)   Watch this mutual fund  
Find more results for MUTF:PGBZX

Performance

Trailing returns

1 day   +2.48%
   
1 week
   
-0.34%  
4 week
   
-0.69%  
3 month
   
-1.37%  
YTD   +1.62%
   
1 year
   
-1.81%  
3 years*   +7.93%
   
5 years*   +9.71%
   
*annualized
Best 3 month return+22.02%  
Worst 3 month return-14.45%  

Morningstar statistics

Morningstar category: Communications
  Return Risk Rating
3 years Average Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets36.13M 
Front load5.75%  
Deferred load-  
Expense ratio1.26%  
Management fee-  
Fund familyPutnam 

Asset allocation

Cash2.12%  
Stocks97.88%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
14.45+0.35(2.48%)
Jun 28, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. 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. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the telecommunication industries. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Vivek Gandhi (Started: Dec 18, 2008)
Advisor Company:
Putnam Investment Management, LLC
Fund family reports on Morningstar »
Putnam, One Post Office Square, Boston,MA 02109, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.08 5.17 5.58     -
Beta* 0.70 0.81 0.68     -
Mean annual return -0.17 0.82 0.81     -
R-squared* 85.60 64.77 61.81     -
Standard deviation 11.81 12.06 11.82     -
Sharpe ratio -0.18 0.81 0.81     -
* Against standard index

Top 10 holdings

Security Net Assets  
AT&T Inc (T) 12.65%  
Vodafone Group PLC (VODPF) 9.87%  
KDDI Corp (KDDIF) 6.41%  
Frontier Communications Corp Class B (FTR) 4.79%  
InterXion Holding NV (INXN) 4.58%  
American Tower Corp (AMT) 4.30%  
Com Hem Holding AB (COMH) 4.29%  
Numericable-SFR SA (NUMCF) 4.15%  
Level 3 Communications Inc (LVLT) 4.11%  
Koninklijke KPN NV (KKPNF) 4.09%