Putnam Global Industrial Fund Class C (PGIEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
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. The fund is non-diversified.


1 month-1.21% 3 years+16.63%
3 months+2.47% 5 years+14.93%
1 year+2.91% Since inception+16.39%
Data through --

Peer Comparisonvs. Industrials

Performance 5-yr return+14.93%+16.77%
Expense ratio2.53%1.39%
Risk 5 year sharpe ratio0.810.96
Net assets$18.0M$444.3M
Average market cap$11.1B$48.2B
Average P/E17.618.3
Portfolio turnover227%227%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureFerat Ongoren / 5 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock63.15%
International stock33.72%
Fixed income0.00%
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 Inc11.40%
GD General Dynamics Corp8.15%
WCC Wesco International Inc7.64%
-- Siemens AG7.40%
NOC Northrop Grumman Corp6.74%
TYC Tyco International Ltd5.85%
-- Housing Development Finance Corp Bank of Sri Lanka5.23%
ALLE Allegion PLC4.62%
AXE Anixter International Inc4.34%
PCP Precision Castparts Corp3.15%

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