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PEQYX:NASDAQ

Putnam Global Equity Fund Class Y – PEQYX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
13.45-0.01 (-0.07%)11.36 - 13.940.0

Market data as of 6:25PM 07/30/14. Quotes are delayed by at least 15 min.

Overview - PEQYX

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 adviser believes have favorable investment potential. It invests mainly in developed countries, but may invest in emerging markets. The fund may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.

Growth of $10,000 (10 Years)

Total Return9.28%
Yield (Trailing 12 Mo.)0.61%
Expense Ratio1.08%
Front LoadNone
Deferred LoadNone
Minimum Investment$0.00
Management Tenure3 Years
Fund Inception09/23/2002

Trailing Total Returns - PEQYX

as of 06/30/2014
TimeframePEQYXS&P 500World Stock
1 Month1.93%2.07%1.97%
3 Month3.40%5.23%4.23%
Year-to-Date5.30%7.14%5.75%
1 Year23.90%24.61%22.72%
3 Year12.63%16.58%10.57%
5 Year16.11%18.83%14.83%
10 Year7.40%7.78%7.78%
Since Inception9.28%10.67%--

Sector Allocation - PEQYX

as of 06/30/2014
Basic Materials
 
6.28%
Consumer Cyclical
 
16.62%
Financial Services
 
23.60%
Real Estate
 
4.47%
Consumer Defensive
 
4.25%
Healthcare
 
10.04%
Utilities
 
0.50%
Communication Services
 
3.91%
Energy
 
7.66%
Industrials
 
8.77%
Technology
 
13.91%

Asset Allocation - PEQYX

as of 06/30/2014
By PercentShort0%LongNet
Stock0.00
 
 
42.7042.70
Bond0.00
 
 
0.000.00
Other0.45
 
 
1.541.09
Foreign Stock0.00
 
 
54.5954.59
Foreign Bond0.00
 
 
0.000.00
Total0.4598.8398.38
Cash0.04
 
 
1.661.62
Total Net Assets$974.98M
Total Stock Holdings145
Total Bond Holdings0

Top Ten Holdings - PEQYX

as of 06/30/2014
CompanyYTD Return% of Assets
GOOGL5.45%1.61%
V-3.43%1.58%
Japan Tobacco Inc12.95%1.45%
Royal Dutch Shell PLC Class A18.84%1.45%
MON7.76%1.42%
Sanofi6.43%1.42%
Banco Espirito Santo-33.82%1.34%
Barclays PLC-17.69%1.29%
AIG8.97%1.25%
FB24.54%1.24%

Valuation & Growth - PEQYX

as of 06/30/2014
ValuationPEQYXCategory Range
Price/Earnings18.54
Price/Book1.65
Price/Sales1.02
Price/Cash Flow8.54
Dividend Yield1.64
LT Earnings15.86
Historical Earnings10.96
Sales Growth-19.43
Cash-Flow Growth11
Book-Value Growth-14.34
Key:  Lo 
 Hi

Morningstar Summary - PEQYX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - PEQYX, 3 Year Avg

Pretax Return12.63%
Tax-adjusted Return12.23%
Tax Cost Ratio0.36%
Potential Cap Gains-8.92%

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