Putnam Global Industrial Fund Class C

 (MUTF:PGIEX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.64%
   
1 week
   
-1.61%  
4 week
   
-0.58%  
3 month
   
-2.62%  
YTD
   
-1.66%  
1 year   +2.60%
   
3 years*   +21.69%
   
5 years*   +14.32%
   
*annualized
Best 3 month return+32.66%  
Worst 3 month return-28.37%  

Morningstar statistics

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

Key statistics

Total assets18.53M 
Front load-  
Deferred load1.00%  
Expense ratio2.10%  
Management fee-  
Fund familyPutnam 

Asset allocation

Cash3.02%  
Stocks96.87%  
Bonds0.00%  
Preferred0.10%  
Other0.00%  

Purchase information

Initial$0  
19.36-0.02(-0.10%)
Dec 19, 4:00PM EST 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. Potential investments include companies involved in the research, development, manufacture, distribution, supply or sale of industrial products, services or equipment. 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.
Fund filings (PDF) »
Asset manager:
Ferat Ongoren (Started: Dec 30, 2009)
Advisor Company:
Putnam Investment Management, LLC
Fund family reports on Morningstar »
Putnam, One Post Office Square, Boston,MA02266, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.24 5.02 3.59     -
Beta* 1.02 1.00 1.19     -
Mean annual return 0.33 1.61 1.35     -
R-squared* 69.65 70.07 85.45     -
Standard deviation 10.38 12.51 18.70     -
Sharpe ratio 0.38 1.54 0.86     -
* Against standard index

Top 10 holdings

Security Net Assets  
L-3 Communications Holdings Inc (LLL) 11.40%  
General Dynamics Corp (GD) 8.15%  
Wesco International Inc (WCC) 7.64%  
Siemens AG (SMAWF) 7.40%  
Northrop Grumman Corp (NOC) 6.74%  
Tyco International Ltd (TYC) 5.85%  
Housing Development Finance Corp Bank of Sri Lanka 5.23%  
Allegion PLC (ALLE) 4.62%  
Anixter International Inc (AXE) 4.34%  
Precision Castparts Corp (PCP) 3.15%