| 13.14 Net Asset Value | -0.30% 1 Day | +9.50% Year-to-Date | Overall Morningstar Rating |
| Moderate allocation Style or Category | No Load Sales Expenses | 0.82% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +3.94% | 3 years | +13.02% | |
| 3 months | +6.58% | 5 years | +5.92% | |
| 1 year | +21.05% | Since inception | +7.61% |
| PABYX | Category | |
|---|---|---|
| Performance 5-yr return | +5.92% | +4.79% |
| Expense ratio | 0.82% | 1.34% |
| Risk 5 year sharpe ratio | 0.43 | 0.37 |
| Net assets | $1.4B | $2.1B |
| Average market cap | $28.7B | $37.4B |
| Average P/E | 14.6 | 16.1 |
| Portfolio turnover | 182% | 182% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Putnam |
| Fund manager & tenure | Robert Schoen / 10 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 15.87% |
| Financial service | 14.22% |
| Consumer goods | 10.99% |
| Energy | 10.68% |
| Healthcare | 10.13% |
| -- Cgputql2 R Usl3m P 02/13/14 Ci | 4.44% |
| -- Fannie Mae Single Family TBA 5% 2043-04-01 | 4.18% |
| -- Ru10intr P Usl3m R 02/13/14 Ci | 3.79% |
| -- Fannie Mae Single Family TBA 4% 2043-04-01 | 3.63% |
| AAPL Apple Inc | 2.51% |
| -- Fed Natl Mort Assc 3.5% | 1.89% |
| -- Ginnie Mae Jumbos TBA 3% 2043-05-01 | 1.47% |
| SPY SPDR S&P 500 | 0.78% |
| PFE Pfizer Inc | 0.74% |
| PG Procter & Gamble Co | 0.72% |
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