Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Putnam Global Industrial Fund Class R (PGIOX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
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+1.77% 3 years+16.23%
3 months+10.78% 5 years+10.83%
1 year+1.36% Since inception+15.29%
Data through --

Peer Comparisonvs. Industrials

Performance 5-yr return+10.83%+11.23%
Expense ratio2.03%1.32%
Risk 5 year sharpe ratio0.730.80
Net assets$15.4M$305.3M
Average market cap$13.1B$52.2B
Average P/E16.818.7
Portfolio turnover179%179%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


U.S. stock69.16%
International stock23.98%
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
NOC Northrop Grumman15.38%
LLL L-3 Communications Holdings Inc11.46%
RTN Raytheon8.84%
TYC Tyco6.34%
HON Honeywell6.00%
-- 4.81%
-- 4.52%
GD General Dynamics4.23%
-- 4.09%
UTX United Technologies3.85%