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Fund Intelligence | Best Managers | PEIYX Insights | PEIYX Score | PEIYX Performance | PEIYX Manager | PEIYX News | PEIYX Allocation | PEIYX Holdings Change

Mutual Fund Insights: Putnam Equity Income Y Fund (PEIYX)

In-depth Analysis of Putnam Equity Income Y Fund (PEIYX)

Mutual fund chart: Putnam Equity Income Y Fund (PEIYX)

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See Putnam Equity Income Y Fund (PEIYX) performance details as of January 31, 2010

  

    Last Trade: $14.20 on 3/17/2010, Change: +0.09 (0.64%)
Experiment our closing price forecasting tool for Putnam Equity Income Y Fund (PEIYX) (alpha release)

  

Fund Manager - Bartlett R. Geer

Fund Manager Tenure: 9.3 years   [Similar Funds: PEIMX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Geer is senior vice president and portfolio manager with Putnam Investment Management, since 2000. Prior to joining Putnam, he was vice president at MetLife-State Street Investment Services. He began investing in stocks at the age of 17, starting his financial career as a mergers and acquisitions analyst for Hanna Mining Company. Next he became a securities analyst and vice president at State Street Research & Management Company. Geer holds the Chartered Financial Analyst designation.  Get more insights on Bartlett R. Geer

  

What we like about Putnam Equity Income Y Fund (PEIYX) What we like about Putnam Equity Income Y Fund (PEIYX)

Data for Putnam Equity Income Y Fund (PEIYX) as of January 31, 2010

  • Putnam Equity Income Y Fund (PEIYX) management has been with Putnam Equity Income Y Fund for 9.3 years
  • Putnam Equity Income Y Fund (PEIYX) has good short-term performance (1-year return 33.23% vs 32.89% Large Value category average)
  • Putnam Equity Income Y Fund (PEIYX) has good mid-term performance (3-year return -4.44% vs -8.60% Large Value category average)
  • Putnam Equity Income Y Fund (PEIYX) has good Long-term performance (5-year return 2.59% vs -0.19% Large Value category average)
  • Putnam Equity Income Y Fund (PEIYX) ratio of up-years vs down years is greater than 2
  • Putnam Equity Income Y Fund (PEIYX) has a Morningstar rating of 4 and above
  • Putnam Equity Income Y Fund (PEIYX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.08, lower than category average of 20.74
  • Putnam Equity Income Y Fund (PEIYX) has a lower management fee than its Large Value average: 0.79% vs 1.28%
  • Putnam Equity Income Y Fund (PEIYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Putnam Equity Income Y Fund (PEIYX) What we are cautious about Putnam Equity Income Y Fund (PEIYX)

Data for Putnam Equity Income Y Fund (PEIYX) as of January 31, 2010

  • Putnam Equity Income Y Fund (PEIYX) has an annual stock turnover rate of 102.49% that is higher than the Large Value average of 69.44%. This could mean Putnam Equity Income Y is more nimble, but also signal potential high tax impact and high trading fees
See Putnam Equity Income Y Fund (PEIYX) performance details as of January 31, 2010

  

  

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Putnam Equity Income Y Fund (PEIYX) Net Asset

Track net asset change of Putnam Equity Income Y fund (PEIYX)

DateNet Asset
01/2010$399.49M
11/2009$356.92M
10/2009$335.79M
More historic net asset information on Putnam Equity Income Y Fund (PEIYX)

  

Putnam Equity Income Y Fund (PEIYX) Portfolio Allocation

Track portfolio allocation change of Putnam Equity Income Y fund (PEIYX)

DateCashStockBondOther
09/20090.89%94.95%0%4.16%
06/20090.25%95.97%0%3.79%
03/20092.16%95.05%0%2.79%
Click here to see more historic asset allocation information on Putnam Equity Income Y Fund (PEIYX)

  

Most Recent Top 10 Holdings in Putnam Equity Income Y Fund (PEIYX)

Discover what Putnam Equity Income Y Fund (PEIYX) manager is buying

30-Sep-09
CHEVRON CORP [4.39%]
STATE STREET CP [3.63%]
TOTAL SA [3.39%]
BK OF AMERICA CP [3.32%]
DISCOVER FIN SVCS [3.24%]
PFIZER INC [3.1%]
BP PLC [2.4%]
Amgen Inc. [2.23%]
MORGAN STANLEY [2.21%]
Microsoft Corporation [2.2%]

30-Jun-09
STATE STREET CP [4.25%]
TOTAL SA [3.46%]
PFIZER INC [3.38%]
EXXON MOBIL CP [3.17%]
CHEVRON CORP [2.87%]
AES CORPORATION [2.73%]
BK OF AMERICA CP [2.54%]
VERIZON COMMUN [2.54%]
Amgen Inc. [2.52%]
BP PLC [2.45%]

31-Mar-09
EXXON MOBIL CP [4.29%]
VERIZON COMMUN [4.02%]
Total SA [3.35%]
STATE STREET CP [3.24%]
EDISON INTL [3.15%]
AT&T INC. [3.1%]
PFIZER INC [2.84%]
MARATHON OIL CORP [2.76%]
Amgen Inc. [2.49%]
BP PLC [2.49%]
Click here for Stock Holding Change Map in Putnam Equity Income Y Fund (PEIYX)

  

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Latest News on Putnam Equity Income Y (PEIYX)

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