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Mutual Fund Insights: Putnam Convertible Income-Growth R Fund (PCVRX)

In-depth Analysis of Putnam Convertible Income-Growth R Fund (PCVRX)

Mutual fund chart: Putnam Convertible Income-Growth R Fund (PCVRX)

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See Putnam Convertible Income-Growth R Fund (PCVRX) performance details as of January 31, 2010

  

    Last Trade: $18.19 on 3/12/2010, Change: +0.01 (0.06%)

  

Fund Manager - Robert L. Salvin

Fund Manager Tenure: 4.2 years
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)
Mr. Salvin is a Managing Director and Portfolio Manager on the Core Fixed Income High Yield team. Additionally, he is a Portfolio Member of the Convertible Income Growth Trust and High Yield Trust, and a co-Portfolio Leader of the High Income Securities Fund. Mr.Salvin joined Putnam in 2000 and has 18 years of investment industry experience.  Get more insights on Robert L. Salvin

  

What we like about Putnam Convertible Income-Growth R Fund (PCVRX) What we like about Putnam Convertible Income-Growth R Fund (PCVRX)

Data for Putnam Convertible Income-Growth R Fund (PCVRX) as of January 31, 2010

  • Putnam Convertible Income-Growth R Fund (PCVRX) management has been with Putnam Convertible Income-Growth R Fund for 4.2 years
  • Putnam Convertible Income-Growth R Fund (PCVRX) has good short-term performance (1-year return 48.80% vs 36.35% Convertibles category average)
  • Putnam Convertible Income-Growth R Fund (PCVRX) has good Long-term performance (5-year return 2.80% vs 2.58% Convertibles category average)
  • Putnam Convertible Income-Growth R Fund (PCVRX) ratio of up-years vs down years is greater than 2
  • Putnam Convertible Income-Growth R Fund (PCVRX) has an annual stock turnover rate of 74.36% vs Convertibles average of 83.15%. It is good that Putnam Convertible Income-Growth R management does not trade extensively for its return.
  • Putnam Convertible Income-Growth R Fund (PCVRX) has a lower management fee than its Convertibles average: 1.31% vs 1.44%

  

What we are cautious about Putnam Convertible Income-Growth R Fund (PCVRX) What we are cautious about Putnam Convertible Income-Growth R Fund (PCVRX)

Data for Putnam Convertible Income-Growth R Fund (PCVRX) as of January 31, 2010

  • Putnam Convertible Income-Growth R Fund (PCVRX) has a less-than-ideal mid-term performance (3-year return -2.16% vs -1.21% Convertibles category average)
  • Putnam Convertible Income-Growth R Fund (PCVRX) has a Morningstar rating of 3 and below
  • Putnam Convertible Income-Growth R Fund (PCVRX) is less safe compared to its Convertibles peers
  • Putnam Convertible Income-Growth R Fund (PCVRX) does not have a good risk adjusted return as its 3-year Alpha of -1.19 is worse than category average of -0.78, and its 3-year Sharpe ratio is -0.1
  • Putnam Convertible Income-Growth R Fund (PCVRX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.85 that is higher than category average of 17.71
  • Even though Putnam Convertible Income-Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Putnam Convertible Income-Growth R Fund (PCVRX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Convertibles category?

Below are some additional Convertibles mutual funds generated out of our database

  

Putnam Convertible Income-Growth R Fund (PCVRX) Net Asset

Track net asset change of Putnam Convertible Income-Growth R fund (PCVRX)

DateNet Asset
01/2010$3.00M
11/2009$2.82M
10/2009$2.68M
More historic net asset information on Putnam Convertible Income-Growth R Fund (PCVRX)

  

Putnam Convertible Income-Growth R Fund (PCVRX) Portfolio Allocation

Track portfolio allocation change of Putnam Convertible Income-Growth R fund (PCVRX)

DateCashStockBondOther
09/20094.8%5.38%5.7%84.12%
06/20096.19%1.01%4.82%87.97%
03/20094.09%3.63%43.83%48.47%
Click here to see more historic asset allocation information on Putnam Convertible Income-Growth R Fund (PCVRX)

  

Most Recent Top 10 Holdings in Putnam Convertible Income-Growth R Fund (PCVRX)

Discover what Putnam Convertible Income-Growth R Fund (PCVRX) manager is buying

30-Sep-09
Bk Amer Pfd [1.96%]
Freeport-Mcmoran Copper & Gold Cv [1.62%]
Safeguard Scientifics 144A Cv 2.625% [1.53%]
VIRGIN MEDIA [1.45%]
Amgen 144A Cv 0.375% [1.4%]
Advcd Micro Devices 5.75% [1.34%]
MEDTRONIC [1.31%]
Teva Pharma Fin Cv 0.25% [1.3%]
Intl Game Tech 144A Cv 3.25% [1.3%]
Wells Fargo & Co New Pfd [1.29%]

30-Jun-09
Bk Amer Pfd [2.9%]
Transocean Sedco Forex Cv 1.5% [2.38%]
Safeguard Scientifics 144A Cv 2.625% [1.48%]
Teva Pharma Fin Cv 0.25% [1.46%]
Freeport-Mcmoran Copper & Gold Cv [1.44%]
King Pharmaceuticals Cv 1.25% [1.43%]
Amgen 144A Cv 0.375% [1.43%]
MEDTRONIC [1.4%]
Integra Lifesciences Hldgs 144A 2.75% [1.38%]
Wells Fargo & Co New Pfd [1.29%]

31-Mar-09
Transocean Sedco Forex Cv 1.5% [2.08%]
Amgen 144A Cv 0.375% [1.76%]
Safeguard Scientifics 144A 2.625% [1.69%]
MEDTRONIC [1.66%]
Integra Lifesciences Hldgs 144A 2.75% [1.61%]
Symantec Cv 1% [1.53%]
Intel 144A Cv 2.95% [1.52%]
Mylan Cv [1.47%]
Leap Wireless Intl 144A 4.5% [1.44%]
Freeport-Mcmoran Copper & Gold Cv [1.43%]
Click here for Stock Holding Change Map in Putnam Convertible Income-Growth R Fund (PCVRX)

  

Related books and products to Putnam Convertible Income-Growth R Fund (PCVRX)

  

Latest News on Putnam Convertible Income-Growth R (PCVRX)

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