Mutual Fund Insights: Putnam Europe Equity R Fund (PEERX)

In-depth Analysis of Putnam Europe Equity R Fund (PEERX)

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See Putnam Europe Equity R Fund (PEERX) performance details as of February 28, 2010

  

Last Trade: $18.34 on 3/19/2010, Change: -0.23 (-1.24%)

  

Fund Manager - Simon Davis

Fund Manager Tenure: 3.8 years
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

Mr. Simon Davis is a Managing Director and Co-Chief Investment Officer on the International Core Equity team, managing International Core portfolios. Mr. Simon Davis serves as Co-Leader on the International Equity Fund and portfolio member on the Europe Equity Fund. Simon Davis is also a director of the team responsible for managing Asia Pacific Equity portfolios. Mr.Davis, who joined Putnam in 2000, has 18 years of investment experience.  Get more insights on Simon Davis

  

 What we like about Putnam Europe Equity R Fund (PEERX)

Data for Putnam Europe Equity R Fund (PEERX) as of February 28, 2010

• Putnam Europe Equity R Fund (PEERX) management has been with Putnam Europe Equity R Fund for 3.8 years
• Putnam Europe Equity R Fund (PEERX) ratio of up-years vs down years is greater than 2
• Putnam Europe Equity R Fund (PEERX) has an annual stock turnover rate of 78.96% vs Europe Stock average of 160.10%. It is good that Putnam Europe Equity R management does not trade extensively for its return.
• Putnam Europe Equity R Fund (PEERX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.74, lower than category average of 28.45
• Putnam Europe Equity R Fund (PEERX) has a lower management fee than its Europe Stock average: 1.72% vs 1.73%

  

 What we are cautious about Putnam Europe Equity R Fund (PEERX)

Data for Putnam Europe Equity R Fund (PEERX) as of February 28, 2010

• Putnam Europe Equity R Fund (PEERX) has a less-than-ideal short-term performance (1-year return 55.85% vs 68.46 % Europe Stock category average)
• Putnam Europe Equity R Fund (PEERX) has a less-than-ideal mid-term performance (3-year return -10.54% vs -8.95 % Europe Stock category average)
• Putnam Europe Equity R Fund (PEERX) has a less-than-ideal Long-term performance (5-year return 0.55% vs 2.40 % Europe Stock category average)
• Putnam Europe Equity R Fund (PEERX) has a Morningstar rating of 3 and below
• Putnam Europe Equity R Fund (PEERX) is less safe compared to its Europe Stock peers
• Putnam Europe Equity R Fund (PEERX) does not have a good risk adjusted return as its 3-year Alpha of -1.77 is worse than category average of 1.4, and its 3-year Sharpe ratio is -0.37
• Even though Putnam Europe Equity R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Putnam Europe Equity R Fund (PEERX) performance details as of February 28, 2010

  

  

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Putnam Europe Equity R Fund (PEERX) Net Asset

Track net asset change of Putnam Europe Equity R fund (PEERX)

Date	Net Asset
02/2010	$211.59M
01/2010	$130.00K
11/2009	$140.00K

More historic net asset information on Putnam Europe Equity R Fund (PEERX)

  

Putnam Europe Equity R Fund (PEERX) Portfolio Allocation

Track portfolio allocation change of Putnam Europe Equity R fund (PEERX)

Date	Cash	Stock	Bond	Other
09/2009	0.87%	98.76%	0.01%	0.36%
06/2009	0.38%	99.09%	0%	0.53%
03/2009	25.93%	73.68%	0%	0.39%

Click here to see more historic asset allocation information on Putnam Europe Equity R Fund (PEERX)

  

Most Recent Top 10 Holdings in Putnam Europe Equity R Fund (PEERX)

Discover what Putnam Europe Equity R Fund (PEERX) manager is buying

30-Sep-09 BP Plc [4.31%] HSBC HOLDINGS PLC [3.66%] Roche Holding AG [3.53%] TOTAL SA [3.23%] GlaxoSmithKline PLC [3.19%] BANCO SANTANDER CHI [2.87%] FRANCE TELECOM ADS [2.76%] Vodafone Group PLC [2.66%] Zurich Financial Services AG [2.55%] CREDIT SUISSE GROUP [2.33%]

30-Jun-09 BP PLC [4.69%] NESTLE N ORD [4.43%] TOTAL SA [4.17%] BANCO SANTANDER CHI [4.12%] GlaxoSmithKline PLC [3.63%] Roche Holding AG [3.57%] HSBC HOLDINGS PLC [3.36%] Vodafone Group PLC [2.91%] E.ON AG [2.8%] BG Group PLC [2.67%]

31-Mar-09 Nestle [4.81%] BP PLC [4.81%] Total SA [4.63%] Roche Holding AG [4.12%] GlaxoSmithKline PLC [3.67%] Novartis [3.34%] Vodafone Group PLC [3.19%] HSBC Holdings PLC [2.78%] BHP Billiton PLC [2.73%] E.ON AG [2.66%]

Click here for Stock Holding Change Map in Putnam Europe Equity R Fund (PEERX)

  

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Latest News on Putnam Europe Equity R (PEERX)

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See more information on Putnam Europe Equity R Fund (PEERX)

• Putnam Europe Equity R Fund Insights
• Putnam Europe Equity R Fund Performance Data
• Putnam Europe Equity R Fund News
• Putnam Europe Equity R Fund Score Explaination
• Putnam Europe Equity R Fund Manager Information
• Historic Putnam Europe Equity R Fund Asset Allocation Report
• Historic Putnam Europe Equity R Fund Top 10 Holding Tracking
• Historic Putnam Europe Equity R Fund Asset Under Management Tracking