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Putnam Global Industrial Y (PGILX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Global Industrial Y (PGILX) Fund

    Last Trade: $20.25 on 8/21/2017, Change: +0.03 (0.15%)

 

Graph of Putnam Global Industrial Y Fund (PGILX) ManagerFund Manager - Ferat Ongoren

Fund Manager Information

Fund Manager Tenure: 7.6 years
Similar Funds: PGIAX  PGIEX  PGIHX  PGIOX  PGIVX 
Fund Family: Putnam
Fund Category: Industrials
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)
Ferat Ongoren, Analyst, Portfolio manager of Putnam since 2009, Prior to that, Ongoren was employed by Citigroup since 1997 to 2009.  Get more insights on Ferat Ongoren

 

Graph of Putnam Global Industrial Y Fund (PGILX) ProfilePutnam Global Industrial Y Fund (PGILX) Profile

Fund Profile and Description

Putnam Global Industrial Y Fund seeks capital appreciation. Putnam Global Industrial Y Fund invests mainly in common stocks of companies worldwide in the industrial products, services or equipment industries that it believes have favorable investment potential. Under normal circumstances, the fund invests at least 80% of the fund's net assets in securities of companies in the industrial products, services or equipment industries. It invests mainly in midsized and large companies, although it can invest in companies of any size. Putnam Global Industrial Y Fund may engage in a variety of transactions involving derivatives, and engage in short sales of securities. It is non-diversified.

 

Putnam Global Industrial Y (PGILX) Fund Strength What we like about Putnam Global Industrial Y (PGILX) Fund

Data for Putnam Global Industrial Y Fund (PGILX) as of May 30, 2016

  • Putnam Global Industrial Y Fund (PGILX) management has been with Putnam Global Industrial Y Fund for 7.6 years
  • Putnam Global Industrial Y Fund (PGILX) has good short-term performance (1-year return 4.46% vs -0.01% Industrials category median performance)
  • Putnam Global Industrial Y Fund (PGILX) has good mid-term performance (3-year return 11.51% vs 9.38% Industrials category median performance)
  • Putnam Global Industrial Y Fund (PGILX) has good Long-term performance (5-year return 9.38% vs 9.14% Industrials category median performance)
  • Putnam Global Industrial Y Fund (PGILX) ratio of up-years vs down years is greater than 2
  • Putnam Global Industrial Y Fund (PGILX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.71, lower than category average of 13.84
  • Putnam Global Industrial Y Fund (PGILX) has a lower expense ratio than its Industrials average: 1.02% vs 1.14%
  • Putnam Global Industrial Y Fund (PGILX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Putnam Global Industrial Y Fund (PGILX) Weakness What we are cautious about Putnam Global Industrial Y (PGILX) Fund

Data for Putnam Global Industrial Y Fund (PGILX) as of May 30, 2016

  • Putnam Global Industrial Y Fund (PGILX) has a Morningstar rating of 3 and below
  • Putnam Global Industrial Y Fund (PGILX) is less safe compared to its Industrials peers
  • Putnam Global Industrial Y Fund (PGILX) has an annual stock turnover rate of 179.00% that is higher than the Industrials average of 58.41%. This could mean Putnam Global Industrial Y is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Putnam Global Industrial Y Fund (PGILX) has increased significantly in the last 2 months. The fund manager may not be able to achieve the desired investment results with the large cash inflow
See Putnam Global Industrial Y Fund (PGILX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam Global Industrial Y Fund (PGILX)Compare with other top Industrials category mutual funds

Aadditional top Industrials mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Global Industrial Y7.094.4611.519.38
Fidelity Select Air Transportation Port (FSAIX)0.85-2.5214.2614.09Compare

See top fund managers for Industrials Category Funds

 

Compare Putnam Global Industrial Y Fund (PGILX)Compare with Industrials category ETFs

Some Industrials ETFs for your consideration

ETFYear to DateOne YearThree Year
Claymore/Delta Global Shipping (SEA)13.16%77.62%NaN
PowerShares Aerospace & Defense ETF (PPA)3.88%3.46%15.75%
iShares US Aerospace & Defense (ITA)5.20%2.94%16.79%
iShares US Industrials (IYJ)6.73%2.63%10.48%
Guggenheim S&P 500 Eq Wt Indls ETF (RGI)8.17%1.55%10.77%

 

Graph of Putnam Global Industrial Y Fund (PGILX) Net Asset TrackingPutnam Global Industrial Y (PGILX) Fund Net Asset

Track net asset change of Putnam Global Industrial Y fund (PGILX)

DateNet Asset
05/2016$22.24M
03/2016$13.49M
02/2016$13.31M
More historic net asset information on Putnam Global Industrial Y Fund (PGILX)

  

Graph of Putnam Global Industrial Y Fund (PGILX) Portfolio TrackingPutnam Global Industrial Y (PGILX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Global Industrial Y fund (PGILX)

DateCashStockBondOther
03/20168.02%91.98%0%0%
12/20155.59%94.4%0%0%
09/20156.88%93.13%0%0%
Click here to see more historic asset allocation information on Putnam Global Industrial Y Fund (PGILX)

 

graph of Putnam Global Industrial Y Fund (PGILX) Top 10 Position TrackingTop 10 Holdings in Putnam Global Industrial Y (PGILX) Fund

Discover what Putnam Global Industrial Y Fund (PGILX) manager is buying

Mar 30, 2016
Northrop Grumman Corporation Co [14.21%]
Honeywell International Inc. Co [8.65%]
Tyco International plc (Ireland [7.9%]
General Dynamics Corporation Co [5.93%]
Manitowoc Food Service, Inc. Co [5.43%]
L-3 Communications Holdings, In [5.38%]
Raytheon Company Common Stock [4.59%]
United Technologies Corporation [4.37%]
Airbus Group SE [4.31%]
United Continental Holdings [4.17%]

Dec 30, 2015
L-3 Communications Holdings, In [13.99%]
Northrop Grumman Corporation Co [12.51%]
Raytheon Company Common Stock [9.25%]
Bombardier Inc [7.64%]
Honeywell International Inc. Co [6.03%]
United Technologies Corporation [4.29%]
Airbus Group SE [3.98%]
General Dynamics Corporation Co [3.86%]
Allegion plc Ordinary Shares [3.3%]
Inmarsat PLC [3.2%]

Sep 29, 2015
Northrop Grumman Corporation Co [15.38%]
L-3 Communications Holdings, In [11.46%]
Raytheon Company Common Stock [8.84%]
Tyco International plc (Ireland [6.34%]
Honeywell International Inc. Co [6%]
Housing Development Finance Corp Bank of Sri Lanka [4.81%]
Bombardier Inc [4.52%]
General Dynamics Corporation Co [4.23%]
Thales [4.09%]
United Technologies Corporation [3.85%]
Click here for Stock Holding Change Map in Putnam Global Industrial Y Fund (PGILX)

  

Latest News on Putnam Global Industrial Y (PGILX) Fund

See what is happening with Putnam Global Industrial Y Fund (PGILX)

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Putnam Global Industrial Y Fund (PGILX) Related ResourcesSee more information on Putnam Global Industrial Y (PGILX) Fund

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