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Putnam Equity Spectrum Fund Class A (PYSAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests in equity securities of companies of any size- including both growth and value stocks- that the managers believe have favorable investment potential. The adviser expects to invest in leveraged companies- which employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income- convertible or preferred equity securities- and their fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). The fund is non-diversified.


1 month+2.26% 3 years-0.64%
3 months+1.38% 5 years+9.64%
1 year+10.68% Since inception+15.08%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+9.64%+12.86%
Expense ratio0.48%1.11%
Risk 5 year sharpe ratio0.721.16
Net assets$1.1B$2.2B
Average market cap$5.9B$7.7B
Average P/E24.922.6
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyPutnam
Fund manager & tenureDavid Glancy / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock84.68%
Fixed income5.21%
International stock3.28%
Top 5 Sectors
Portfolio weighting
Telecommunication 15.53%
Energy 14.39%
Media 13.87%
Financial service 13.61%
Business service 12.90%
Top 10 Holdings
Portfolio weighting
JAZZ Jazz Pharmaceuticals PLC19.42%
DISH DISH Network17.65%
SATS EchoStar Corp16.02%
STAA STAAR Surgical Co6.29%
-- 5.04%
ASPS Altisource Portfolio Solutions SA4.24%
AAL American Airlines3.97%
GRA W. R. Grace & Co2.84%
UAL United Continental Holdings2.31%
GNMK GenMark Diagnostics Inc2.29%