Putnam Global Telecommunication Fund Class Y (PGBYX)

16.64
Net Asset Value
+0.06%
1 Day
+14.36%
Year-to-Date
Overall Morningstar Rating
Communications
Style or Category
No Load
Sales Expenses
1.83%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective 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 that develop, manufacture or sell communications services or communications equipment, and companies that bundle video with communications services. 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.

Performance

1 month+4.65% 3 years+22.11%
3 months+10.34% 5 years--
1 year+31.35% Since inception+16.95%
Data through --

Peer Comparisonvs. Communications

 PGBYXCategory
Performance 5-yr return--+2.93%
Expense ratio1.83%1.69%
Risk 5 year sharpe ratio--0.22
Net assets$17.4M$297.7M
Average market cap$41.9B$26.1B
Average P/E23.623.9
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureVivek Gandhi / 4 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Telecommunication 78.85%
Media 17.19%
Industrial materials 3.96%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
-- Vodafone Group PLC14.78%
T AT&T Inc13.73%
VZ Verizon Communications Inc12.97%
-- SOFTBANK Corp8.36%
DISH DISH Network Corp4.61%
AMT American Tower Corp4.36%
CMCSA Comcast Corp Class A4.36%
-- Vivendi SA4.21%
INXN InterXion Holding N.V.4.01%
-- Ziggo NV3.74%

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