Putnam Global Technology Fund Class M (PGTMX)

21.42
Net Asset Value
-0.09%
1 Day
+11.33%
Year-to-Date
Overall Morningstar Rating
Technology
Style or Category
3.5
Sales Expenses
2.34%
Expense Ratio
Low
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 have, or will develop, products, processes or services that will provide advances and improvements through technology to consumers, enterprises and governments worldwide. It may also use derivatives, and may engage in short sales of securities. The fund is non-diversified.

Performance

1 month+0.28% 3 years+15.32%
3 months+4.69% 5 years+11.18%
1 year+24.97% Since inception+17.01%
Data through --

Peer Comparisonvs. Technology

 PGTMXCategory
Performance 5-yr return+11.18%+17.99%
Expense ratio2.34%1.60%
Risk 5 year sharpe ratio0.810.95
Net assets$19.0M$785.4M
Average market cap$65.0B$35.0B
Average P/E20.222.2
Portfolio turnover54%54%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureBrian Hertzog / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock80.09%
International stock18.84%
Cash1.07%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 35.74%
Telecommunication 28.69%
Consumer goods 5.32%
Consumer service 2.05%
Business service 1.91%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc19.39%
GOOG Google Inc Class C8.35%
ORCL Oracle Corporation5.41%
QCOM Qualcomm Inc4.52%
DISH DISH Network Corp3.88%
V Visa Inc Class A3.84%
FB Facebook Inc Class A3.46%
MSFT Microsoft Corp3.45%
RHT Red Hat Inc3.12%
EBAY eBay Inc2.28%

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