Putnam Global Technology Fund Class M (PGTMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
Sales Expenses
Expense Ratio
Below 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 have, or will develop, products, processes or services that will provide advances and improvements through technology to consumers, enterprises and governments worldwide. The fund is non-diversified.


1 month-5.08% 3 years+12.74%
3 months+0.08% 5 years+10.54%
1 year+13.47% Since inception+16.30%
Data through --

Peer Comparisonvs. Technology

Performance 5-yr return+10.54%+13.59%
Expense ratio2.53%1.58%
Risk 5 year sharpe ratio0.680.83
Net assets$26.2M$805.8M
Average market cap$77.0B$40.0B
Average P/E20.422.8
Portfolio turnover50%50%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureDi Yao / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock78.77%
International stock17.02%
Fixed income0.09%
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 Inc18.83%
GOOG Google Inc7.59%
ORCL Oracle Corporation4.60%
INTC Intel Corp4.08%
FB Facebook Inc Class A3.90%
MSFT Microsoft Corp3.46%
V Visa Inc Class A3.42%
RHT Red Hat Inc2.86%
DISH DISH Network Corp2.65%
CSCO Cisco Systems Inc2.60%

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