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Putnam Global Technology A (PGTAX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Global Technology A (PGTAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Putnam Global Technology A Fund (PGTAX) ManagerFund Manager - Neil Desai

Fund Manager Information

Fund Manager Tenure: 4.1 years
Similar Funds: PGTDX  PGTMX  PGTPX  PGTRX  PGTYX 
Fund Family: Putnam
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)

 

Graph of Putnam Global Technology A Fund (PGTAX) ProfilePutnam Global Technology A Fund (PGTAX) Profile

Fund Profile and Description

Putnam Global Technology A Fund seeks capital appreciation. Putnam Global Technology A Fund invests mainly in common stocks of companies worldwide in the technology 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 technology industries. It invests mainly in midsized and large companies, although it can invest in companies of any size. Putnam Global Technology A Fund may engage in a variety of transactions involving derivatives, and engage in short sales of securities, which may effectively create leverage. It is non-diversified.

 

Putnam Global Technology A (PGTAX) Fund Strength What we like about Putnam Global Technology A (PGTAX) Fund

Data for Putnam Global Technology A Fund (PGTAX) as of May 30, 2016

  • Putnam Global Technology A Fund (PGTAX) management has been with Putnam Global Technology A Fund for 4.1 years
  • Putnam Global Technology A Fund (PGTAX) has good short-term performance (1-year return 5.34% vs -1.99% Technology category median performance)
  • Putnam Global Technology A Fund (PGTAX) has good mid-term performance (3-year return 15.44% vs 13.35% Technology category median performance)
  • Putnam Global Technology A Fund (PGTAX) has good Long-term performance (5-year return 10.33% vs 9.50% Technology category median performance)
  • Putnam Global Technology A Fund (PGTAX) ratio of up-years vs down years is greater than 2
  • Putnam Global Technology A Fund (PGTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.32, lower than category average of 15.15
  • Putnam Global Technology A Fund (PGTAX) has a lower expense ratio than its Technology average: 1.26% vs 1.42%

Putnam Global Technology A Fund (PGTAX) Weakness What we are cautious about Putnam Global Technology A (PGTAX) Fund

Data for Putnam Global Technology A Fund (PGTAX) as of May 30, 2016

  • Putnam Global Technology A Fund (PGTAX) has a Morningstar rating of 3 and below
  • Putnam Global Technology A Fund (PGTAX) has an annual stock turnover rate of 111.00% that is higher than the Technology average of 81.69%. This could mean Putnam Global Technology A is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam Global Technology A Fund (PGTAX) carries a 5.75% load
  • As a Technology focused fund, Putnam Global Technology A Fund (PGTAX) is less diversified and has inherited sector risks associated with the fund
See Putnam Global Technology A Fund (PGTAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam Global Technology A Fund (PGTAX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Global Technology A1.075.3415.4410.33
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare Putnam Global Technology A Fund (PGTAX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of Putnam Global Technology A Fund (PGTAX) Net Asset TrackingPutnam Global Technology A (PGTAX) Fund Net Asset

Track net asset change of Putnam Global Technology A fund (PGTAX)

DateNet Asset
05/2016$40.15M
03/2016$37.02M
02/2016$37.80M
More historic net asset information on Putnam Global Technology A Fund (PGTAX)

  

Graph of Putnam Global Technology A Fund (PGTAX) Portfolio TrackingPutnam Global Technology A (PGTAX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Global Technology A fund (PGTAX)

DateCashStockBondOther
03/20163%96.4%0%0.12%
12/20155.82%92.35%0%1.32%
09/20151.07%98.02%0%0.26%
Click here to see more historic asset allocation information on Putnam Global Technology A Fund (PGTAX)

 

graph of Putnam Global Technology A Fund (PGTAX) Top 10 Position TrackingTop 10 Holdings in Putnam Global Technology A (PGTAX) Fund

Discover what Putnam Global Technology A Fund (PGTAX) manager is buying

Mar 30, 2016
Alphabet Inc. [12.76%]
Microsoft Corporation [9.08%]
Facebook, Inc. [8.61%]
Apple Inc. [6.76%]
Visa Inc. [5.51%]
Amazon.com, Inc. [3.94%]
TENCENT HOLDINGS LTD [2.78%]
Adobe Systems Incorporated [2.31%]
NINTENDO CO LTD-ORD- [2.24%]
Ctrip.com International, Ltd. [2.19%]

Dec 30, 2015
Alphabet Inc. [11.37%]
Apple Inc. [6.96%]
Microsoft Corporation [6.66%]
Facebook, Inc. [6.04%]
Visa Inc. [5.95%]
Amazon.com, Inc. [4.77%]
TENCENT HOLDINGS LTD [2.82%]
Adobe Systems Incorporated [2.46%]
Ctrip.com International, Ltd. [2.44%]
Alibaba Group Holding Limited A [2.36%]

Sep 29, 2015
Google [11.94%]
Apple Inc. [10.57%]
Facebook, Inc. [7.27%]
Visa Inc. [6.46%]
Amazon.com, Inc. [5.24%]
Microsoft Corporation [5.22%]
Ctrip.com International, Ltd. [3.78%]
TENCENT HOLDINGS LTD [3.04%]
Alibaba Group Holding Limited A [2.6%]
Netflix, Inc. [2.57%]
Click here for Stock Holding Change Map in Putnam Global Technology A Fund (PGTAX)

  

Latest News on Putnam Global Technology A (PGTAX) Fund

See what is happening with Putnam Global Technology A Fund (PGTAX)

 

Putnam Global Technology A Fund (PGTAX) Related ResourcesSee more information on Putnam Global Technology A (PGTAX) Fund

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