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

Mutual Fund Insights: Putnam Global Equity M Fund (PEQMX)

In-depth Analysis of Putnam Global Equity M Fund (PEQMX)

Mutual fund chart: Putnam Global Equity M Fund (PEQMX)

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See Putnam Global Equity M Fund (PEQMX) performance details as of January 31, 2010

  

    Last Trade: $7.91 on 3/19/2010, Change: -0.06 (-0.75%)

  

Fund Manager - Shigeki Makino

Fund Manager Tenure: 7.2 years   [Similar Funds: PEQBX  PEQUX  PEQYX ]
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Mr. Makino is a managing director and chief investment officer of the Global Core Equity team. He heads the team that manages global core equity retail and institutional portfolios. He is also a portfolio leader on the Global Equity Fund. Mr. Makino, who joined Putnam in 2000, is a member of the Executive Committee and the Advisory Council. He has 18 years of investment experience.from 1987 to 1989.  Get more insights on Shigeki Makino

  

What we like about Putnam Global Equity M Fund (PEQMX) What we like about Putnam Global Equity M Fund (PEQMX)

Data for Putnam Global Equity M Fund (PEQMX) as of January 31, 2010

  • Putnam Global Equity M Fund (PEQMX) management has been with Putnam Global Equity M Fund for 7.2 years
  • Putnam Global Equity M Fund (PEQMX) ratio of up-years vs down years is greater than 2

  

What we are cautious about Putnam Global Equity M Fund (PEQMX) What we are cautious about Putnam Global Equity M Fund (PEQMX)

Data for Putnam Global Equity M Fund (PEQMX) as of January 31, 2010

  • Putnam Global Equity M Fund (PEQMX) has a less-than-ideal short-term performance (1-year return 36.28% vs 40.69% World Stock category average)
  • Putnam Global Equity M Fund (PEQMX) has a less-than-ideal mid-term performance (3-year return -10.50% vs -6.17% World Stock category average)
  • Putnam Global Equity M Fund (PEQMX) has a less-than-ideal Long-term performance (5-year return -0.38% vs 2.47% World Stock category average)
  • Putnam Global Equity M Fund (PEQMX) has a Morningstar rating of 3 and below
  • Putnam Global Equity M Fund (PEQMX) is less safe compared to its World Stock peers
  • Putnam Global Equity M Fund (PEQMX) has an annual stock turnover rate of 104.61% that is higher than the World Stock average of 93.35%. This could mean Putnam Global Equity M is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam Global Equity M Fund (PEQMX) does not have a good risk adjusted return as its 3-year Alpha of -3.04 is worse than category average of 0.66, and its 3-year Sharpe ratio is -0.41
  • Putnam Global Equity M Fund (PEQMX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.47 that is higher than category average of 22.99
  • Putnam Global Equity M Fund (PEQMX) has a higher management fee of 1.96% than its World Stock average of 1.53%
  • Putnam Global Equity M Fund (PEQMX) carries a 3.5% load
See Putnam Global Equity M Fund (PEQMX) performance details as of January 31, 2010

  

  

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Putnam Global Equity M Fund (PEQMX) Net Asset

Track net asset change of Putnam Global Equity M fund (PEQMX)

DateNet Asset
01/2010$13.88M
11/2009$14.32M
10/2009$14.05M
More historic net asset information on Putnam Global Equity M Fund (PEQMX)

  

Putnam Global Equity M Fund (PEQMX) Portfolio Allocation

Track portfolio allocation change of Putnam Global Equity M fund (PEQMX)

DateCashStockBondOther
09/200914.1%84.78%0%1.11%
06/200916.44%83.56%0%0%
03/200918.66%81.1%0%0.24%
Click here to see more historic asset allocation information on Putnam Global Equity M Fund (PEQMX)

  

Most Recent Top 10 Holdings in Putnam Global Equity M Fund (PEQMX)

Discover what Putnam Global Equity M Fund (PEQMX) manager is buying

30-Sep-09
ROYAL DUTCH SHELL PLC-A SHS [3.15%]
PHILIP MORRIS INTL [2.73%]
Apollo Group, Inc. [2.65%]
PFIZER INC [2.58%]
VERIZON COMMUN [2.51%]
EXXON MOBIL CP [2.5%]
Microsoft Corporation [2.4%]
ARCHER DANIELS MDLND [2.33%]
STERLING BANCORP [2.26%]
Zurich Financial Services [2.16%]

30-Jun-09
ROYAL DUTCH SHELL PLC-A SHS [3.15%]
PHILIP MORRIS INTL [2.73%]
Apollo Group, Inc. [2.65%]
PFIZER INC [2.58%]
VERIZON COMMUN [2.51%]
EXXON MOBIL CP [2.5%]
Microsoft Corporation [2.4%]
ARCHER DANIELS MDLND [2.33%]
STERLING BANCORP [2.26%]
Zurich Financial Services [2.16%]

31-Mar-09
Exxon Mobil Corp. [3.6%]
Verizon Communications Inc [3.6%]
Microsoft Corporation [3.48%]
Royal Dutch Shell PLC [3.23%]
Pfizer Inc [2.75%]
Canon, Inc. [2.69%]
PHILIP MORRIS INTL [2.62%]
LORILLARD, INC [2.42%]
StatoilHydro ASA [2.35%]
L-3 Communications Holdings, In [2.3%]
Click here for Stock Holding Change Map in Putnam Global Equity M Fund (PEQMX)

  

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