Putnam Global Industrial Fund Class M

 (MUTF:PGIHX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.27%
   
1 week   +0.48%
   
4 week   +4.52%
   
3 month   +2.91%
   
YTD   +16.32%
   
1 year   +13.86%
   
3 years*   +6.36%
   
5 years*   +15.29%
   
*annualized
Best 3 month return+32.62%  
Worst 3 month return-28.38%  

Morningstar statistics

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

Key statistics

Total assets28.87M 
Front load3.50%  
Deferred load-  
Expense ratio1.83%  
Management fee-  
Fund familyPutnam 

Asset allocation

Cash14.86%  
Stocks85.15%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$0  
18.750.00(0.00%)
Dec 1, 7:00PM 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. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the industrial products, services or equipment industries. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Daniel Schiff (Started: Oct 5, 2016)
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* 7.77 3.61 6.34     -
Beta* 0.72 0.85 0.90     -
Mean annual return 0.81 0.57 1.16     -
R-squared* 71.32 72.67 72.82     -
Standard deviation 9.68 11.16 12.14     -
Sharpe ratio 0.98 0.60 1.14     -
* Against standard index

Top 10 holdings

Security Net Assets  
Johnson Controls International PLC (JCI) 12.35%  
Northrop Grumman Corp (NOC) 7.64%  
General Dynamics Corp (GD) 6.55%  
Komatsu Ltd (KMTUF) 5.31%  
Airbus Group SE (EADSF) 5.29%  
Hubbell Inc (HUBB) 4.45%  
Manitowoc Foodservice Inc (MFS) 3.68%  
Rockwell Collins Inc (COL) 3.67%  
Norfolk Southern Corp (NSC) 2.97%  
Kanamoto Co Ltd (9678) 2.78%