Putnam Global Industrial Fund Class A (PGIAX)

17.15
Net Asset Value
-2.17%
1 Day
+13.05%
Year-to-Date
Overall Morningstar Rating
Industrials
Style or Category
5.75
Sales Expenses
2.13%
Expense Ratio
Above 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 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.

Performance

1 month+10.67% 3 years+18.21%
3 months+11.23% 5 years--
1 year+36.11% Since inception+17.19%
Data through --

Peer Comparisonvs. Industrials

 PGIAXCategory
Performance 5-yr return--+6.16%
Expense ratio2.13%1.50%
Risk 5 year sharpe ratio--0.31
Net assets$13.3M$250.8M
Average market cap$21.4B$23.2B
Average P/E13.616.8
Portfolio turnover153%153%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureFerat Ongoren / 3 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
Industrial materials 73.30%
Business service 12.69%
Consumer goods 9.89%
Telecommunication 1.84%
Energy 0.63%
Top 10 Holdings
Portfolio weighting
LLL L-3 Communications Holdings Inc9.69%
GD General Dynamics8.51%
HON Honeywell International, Inc.7.83%
UTX United Technologies Corp7.50%
-- Siemens AG5.85%
NOC Northrop Grumman Corp5.64%
TYC Tyco International Ltd4.48%
JCI Johnson Controls Inc4.26%
ERJ Embraer S.A. ADR3.89%
-- Rexel SA3.86%

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