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Putnam Global Health Care A (PHSTX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Global Health Care A (PHSTX) Fund

    Last Trade: $56.06 on 5/23/2017, Change: -0.02 (-0.04%)

 

Graph of Putnam Global Health Care A Fund (PHSTX) ManagerFund Manager - Kelsey Chen

Fund Manager Information

Fund Manager Tenure: 12.3 years
Similar Funds: PHSBX  PHSRX  PHSYX 
Fund Family: Putnam
Fund Category: Health
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.49)     (What does this score mean?)
Chen is a senior vice president and a dedicated Analyst on the Global Equity Research team covering the health care sector. She is responsible for conducting fundamental analysis and valuation of the companies in this industry and making buy/sell recommendations. She has previously worked as a summer associate at Salomon Smith Barney.  Get more insights on Kelsey Chen

 

Graph of Putnam Global Health Care A Fund (PHSTX) ProfilePutnam Global Health Care A Fund (PHSTX) Profile

Fund Profile and Description

Putnam Global Health Care A Fund seeks capital appreciation. Putnam Global Health Care A Fund invests mainly in common stocks of companies worldwide in the health care industries. Under normal circumstances, it invests at least 80% of the fund’s net assets in securities of companies in the health care industries. Putnam Global Health Care A Fund invests mainly in large and midsized companies, although it can invest in companies of any size. It is non-diversified.

 

Putnam Global Health Care A (PHSTX) Fund Strength What we like about Putnam Global Health Care A (PHSTX) Fund

Data for Putnam Global Health Care A Fund (PHSTX) as of May 30, 2016

  • Putnam Global Health Care A Fund (PHSTX) management has been with Putnam Global Health Care A Fund for 12.3 years
  • Putnam Global Health Care A Fund (PHSTX) has good short-term performance (1-year return -12.49% vs -12.93% Health category median performance)
  • Putnam Global Health Care A Fund (PHSTX) ratio of up-years vs down years is greater than 2
  • Putnam Global Health Care A Fund (PHSTX) has an annual stock turnover rate of 20.00% vs Health average of 43.99%. It is good that Putnam Global Health Care A management does not trade extensively for its return.
  • Putnam Global Health Care A Fund (PHSTX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.52, lower than category average of 17.59
  • Putnam Global Health Care A Fund (PHSTX) has a lower expense ratio than its Health average: 1.10% vs 1.32%

Putnam Global Health Care A Fund (PHSTX) Weakness What we are cautious about Putnam Global Health Care A (PHSTX) Fund

Data for Putnam Global Health Care A Fund (PHSTX) as of May 30, 2016

  • Putnam Global Health Care A Fund (PHSTX) has a less-than-ideal mid-term performance (3-year return 14.31% vs 15.21% Health category median performance)
  • Putnam Global Health Care A Fund (PHSTX) has a less-than-ideal Long-term performance (5-year return 13.07% vs 16.08% Health category median performance)
  • Putnam Global Health Care A Fund (PHSTX) has a Morningstar rating of 3 and below
  • Putnam Global Health Care A Fund (PHSTX) is less safe compared to its Health peers
  • Putnam Global Health Care A Fund (PHSTX) carries a 5.75% load
  • As a Health focused fund, Putnam Global Health Care A Fund (PHSTX) is less diversified and has inherited sector risks associated with the fund
See Putnam Global Health Care A Fund (PHSTX) performance details as of May 30, 2016

 

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Compare Putnam Global Health Care A Fund (PHSTX)Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Global Health Care A-8.39-12.4914.3113.07
Fidelity Advisor Health Care A (FACDX)-5.84-13.4918.7717.80Compare
Hartford Healthcare A (HGHAX)-6.82-7.8017.3816.39Compare
Janus Global Life Sciences T (JAGLX)-7.78-15.8319.3919.37Compare

See top fund managers for Health Category Funds

 

Compare Putnam Global Health Care A Fund (PHSTX)Compare with Health category ETFs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NYSE Arca Biotech ETF (FBT)000
SPDR S&P Health Care Equipment ETF (XHE)000
SPDR S&P Biotech ETF (XBI)000
PowerShares S&P SmallCap Health Care ETF (PSCH)000
PowerShares Dynamic Pharmaceuticals ETF (PJP)000

 

Graph of Putnam Global Health Care A Fund (PHSTX) Net Asset TrackingPutnam Global Health Care A (PHSTX) Fund Net Asset

Track net asset change of Putnam Global Health Care A fund (PHSTX)

DateNet Asset
05/2016$1.52B
03/2016$1.49B
02/2016$1.54B
More historic net asset information on Putnam Global Health Care A Fund (PHSTX)

  

Graph of Putnam Global Health Care A Fund (PHSTX) Portfolio TrackingPutnam Global Health Care A (PHSTX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Global Health Care A fund (PHSTX)

DateCashStockBondOther
03/20160%97.79%0%2.21%
12/20150.02%97.78%0%2.2%
09/20150%98.39%0%1.61%
Click here to see more historic asset allocation information on Putnam Global Health Care A Fund (PHSTX)

 

graph of Putnam Global Health Care A Fund (PHSTX) Top 10 Position TrackingTop 10 Holdings in Putnam Global Health Care A (PHSTX) Fund

Discover what Putnam Global Health Care A Fund (PHSTX) manager is buying

Mar 30, 2016
Allergan plc Ordinary Shares [7.58%]
Gilead Sciences, Inc. [6.31%]
Celgene Corporation [5.23%]
Bristol-Myers Squibb Company Co [4.34%]
Amgen Inc. [3.6%]
Johnson & Johnson Common Stock [3.16%]
Eli Lilly and Company Common St [2.94%]
CVS Health Corporation Common S [2.87%]
Sanofi SA [2.86%]
AstraZeneca PLC [2.56%]

Dec 30, 2015
Allergan plc Ordinary Shares [7.59%]
Gilead Sciences, Inc. [5.96%]
Celgene Corporation [5.37%]
Amgen Inc. [4.1%]
Bristol-Myers Squibb Company Co [4.01%]
Sanofi SA [2.96%]
Eli Lilly and Company Common St [2.95%]
AbbVie Inc. Common Stock [2.67%]
AstraZeneca PLC [2.66%]
Johnson & Johnson Common Stock [2.57%]

Sep 29, 2015
Allergan plc Ordinary Shares [7%]
Gilead Sciences, Inc. [6.14%]
Celgene Corporation [5.14%]
Amgen Inc. [3.7%]
Bristol-Myers Squibb Company Co [3.66%]
Sanofi [3.51%]
Eli Lilly and Company Common St [2.91%]
NOVARTIS AG BASL [2.73%]
AstraZeneca PLC [2.65%]
AbbVie Inc. Common Stock [2.61%]
Click here for Stock Holding Change Map in Putnam Global Health Care A Fund (PHSTX)

  

Latest News on Putnam Global Health Care A (PHSTX) Fund

See what is happening with Putnam Global Health Care A Fund (PHSTX)

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Putnam Global Health Care A Fund (PHSTX) Related ResourcesSee more information on Putnam Global Health Care A (PHSTX) Fund

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