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Putnam International Capital Opp R (PICRX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam International Capital Opp R (PICRX) Fund

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

 

Graph of Putnam International Capital Opp R Fund (PICRX) ManagerFund Manager - Brett J. Risser

Fund Manager Information

Fund Manager Tenure: 3.3 years
Fund Family: Putnam
Fund Category: Foreign Small/Mid Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Putnam International Capital Opp R Fund (PICRX) ProfilePutnam International Capital Opp R Fund (PICRX) Profile

Fund Profile and Description

Putnam International Capital Opp R Fund seeks long-term capital appreciation. Putnam International Capital Opp R Fund normally invests in common stocks of companies outside the United States that the advisor believes have favorable investment potential. It primarily invests in equities of small- to mid-capitalization issuers, however it can invest in companies of any size. Putnam International Capital Opp R Fund may also invest in securities issued in both developed and emerging markets.

 

Putnam International Capital Opp R (PICRX) Fund Strength What we like about Putnam International Capital Opp R (PICRX) Fund

Data for Putnam International Capital Opp R Fund (PICRX) as of May 30, 2016

  • Putnam International Capital Opp R Fund (PICRX) management has been with Putnam International Capital Opp R Fund for 3.3 years
  • Putnam International Capital Opp R Fund (PICRX) ratio of up-years vs down years is greater than 2
  • Putnam International Capital Opp R Fund (PICRX) has an annual stock turnover rate of 14.00% vs Foreign Small/Mid Value average of 42.84%. It is good that Putnam International Capital Opp R management does not trade extensively for its return.

Putnam International Capital Opp R Fund (PICRX) Weakness What we are cautious about Putnam International Capital Opp R (PICRX) Fund

Data for Putnam International Capital Opp R Fund (PICRX) as of May 30, 2016

  • Putnam International Capital Opp R Fund (PICRX) has a less-than-ideal short-term performance (1-year return -8.37% vs -7.62% Foreign Small/Mid Value category median performance)
  • Putnam International Capital Opp R Fund (PICRX) has a less-than-ideal mid-term performance (3-year return 1.03% vs 5.24% Foreign Small/Mid Value category median performance)
  • Putnam International Capital Opp R Fund (PICRX) has a less-than-ideal Long-term performance (5-year return 0.10% vs 3.92% Foreign Small/Mid Value category median performance)
  • Putnam International Capital Opp R Fund (PICRX) has a Morningstar rating of 3 and below
  • Putnam International Capital Opp R Fund (PICRX) does not have a good risk adjusted return as its 3-year Alpha of 0.88 is worse than category average of 3.42, and its 3-year Sharpe ratio is 0.14
  • Putnam International Capital Opp R Fund (PICRX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.04 that is higher than category average of 12.78
  • Putnam International Capital Opp R Fund (PICRX) has a higher expense ratio of 1.53% than its Foreign Small/Mid Value average of 1.31%
  • Even though Putnam International Capital Opp R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Putnam International Capital Opp R Fund (PICRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam International Capital Opp R Fund (PICRX)Compare with other top Foreign Small/Mid Value category mutual funds

Aadditional top Foreign Small/Mid Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam International Capital Opp R0.47-8.371.030.10
Goldman Sachs Intl Sm Cp Insghts IR (GIRLX)1.25-0.478.426.10Compare
Voya Multi-Manager International Sm Cp I (NAPIX)-0.21-2.716.684.42Compare

See top fund managers for Foreign Small/Mid Value Category Funds

 

Compare Putnam International Capital Opp R Fund (PICRX)Compare with Foreign Small/Mid Value category ETFs

Some Foreign Small/Mid Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree International MidCap Div ETF (DIM)1.57%-5.90%5.27%
PowerShares FTSE RAFI DvMkt exUS S/M ETF (PDN)3.56%-4.32%5.35%

 

Graph of Putnam International Capital Opp R Fund (PICRX) Net Asset TrackingPutnam International Capital Opp R (PICRX) Fund Net Asset

Track net asset change of Putnam International Capital Opp R fund (PICRX)

DateNet Asset
05/2016$486.85M
03/2016$466.24M
02/2016$488.49M
More historic net asset information on Putnam International Capital Opp R Fund (PICRX)

  

Graph of Putnam International Capital Opp R Fund (PICRX) Portfolio TrackingPutnam International Capital Opp R (PICRX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam International Capital Opp R fund (PICRX)

DateCashStockBondOther
03/20163.9%96.1%0%0%
12/20151.42%98.52%0%0.06%
09/20151.05%98.96%0%0%
Click here to see more historic asset allocation information on Putnam International Capital Opp R Fund (PICRX)

 

graph of Putnam International Capital Opp R Fund (PICRX) Top 10 Position TrackingTop 10 Holdings in Putnam International Capital Opp R (PICRX) Fund

Discover what Putnam International Capital Opp R Fund (PICRX) manager is buying

Mar 30, 2016
Salem Media Group, Inc. [1.39%]
SCOR SE [1.25%]
SHIONOGI & CO LTD [1.17%]
OSRAM Licht AG [1.14%]
Smurfit Kappa Group PLC [1.14%]
Japan Airlines Co Ltd [1.13%]
CASTELLUM AB [1.12%]

Dec 30, 2015
TUI AG [1.85%]
Pegatron Corp [1.36%]
Savills PLC [1.27%]
Permanent tsb Group Holdings PLC [1.21%]
Technicolor [1.18%]
Berkeley Group Holdings (The) PLC [1.11%]
Smurfit Kappa Group PLC [1.1%]
SHIONOGI & CO LTD [1.09%]
JUPITER FUND MANAGEMENT PLC ORD [1.08%]
Japan Airlines Co Ltd [1.08%]

Sep 29, 2015
TUI AG [1.94%]
Pegatron Corp [1.64%]
Savills PLC [1.44%]
Permanent tsb Group Holdings PLC [1.38%]
Smurfit Kappa Group PLC [1.24%]
Barratt Developments PLC [1.19%]
JUPITER [1.15%]
OSRAM Licht AG [1.13%]
Click here for Stock Holding Change Map in Putnam International Capital Opp R Fund (PICRX)

  

Latest News on Putnam International Capital Opp R (PICRX) Fund

See what is happening with Putnam International Capital Opp R Fund (PICRX)

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Putnam International Capital Opp R Fund (PICRX) Related ResourcesSee more information on Putnam International Capital Opp R (PICRX) Fund

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