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Mutual Fund Insights: Putnam Global Natural Resources B Fund (PNRBX)

In-depth Analysis of Putnam Global Natural Resources B Fund (PNRBX)

Mutual fund chart: Putnam Global Natural Resources B Fund (PNRBX)

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See Putnam Global Natural Resources B Fund (PNRBX) performance details as of January 31, 2010

  

    Last Trade: $17.50 on 3/12/2010, Change: +0.15 (0.86%)

  

Fund ManagerFund Manager - John J. Morgan Jr.

Fund Manager Tenure: 1.9 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Morgan is a portfolio manager with Putnam Investment Management, LLC. He has been in the investment industry since he joined Putnam in 1994.  Get more insights on John J. Morgan Jr.

  

What we like about Putnam Global Natural Resources B Fund (PNRBX) What we like about Putnam Global Natural Resources B Fund (PNRBX)

Data for Putnam Global Natural Resources B Fund (PNRBX) as of January 31, 2010

  • Putnam Global Natural Resources B Fund (PNRBX) ratio of up-years vs down years is greater than 2
  • Putnam Global Natural Resources B Fund (PNRBX) has an annual stock turnover rate of 91.97% vs Natural Resources average of 103.65%. It is good that Putnam Global Natural Resources B management does not trade extensively for its return.
  • Putnam Global Natural Resources B Fund (PNRBX) is less volatile than its peers as it has a 3-year Standard Deviation of 30.42, lower than category average of 32.48

  

What we are cautious about Putnam Global Natural Resources B Fund (PNRBX) What we are cautious about Putnam Global Natural Resources B Fund (PNRBX)

Data for Putnam Global Natural Resources B Fund (PNRBX) as of January 31, 2010

  • Putnam Global Natural Resources B Fund (PNRBX) management has been with Putnam Global Natural Resources B Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Putnam Global Natural Resources B Fund is a focused fund with 37.29% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Putnam Global Natural Resources B Fund (PNRBX) has a less-than-ideal short-term performance (1-year return 41.13% vs 43.49% Natural Resources category average)
  • Putnam Global Natural Resources B Fund (PNRBX) has a less-than-ideal mid-term performance (3-year return -5.16% vs -0.39% Natural Resources category average)
  • Putnam Global Natural Resources B Fund (PNRBX) has a less-than-ideal Long-term performance (5-year return 5.71% vs 9.94% Natural Resources category average)
  • Putnam Global Natural Resources B Fund (PNRBX) has a Morningstar rating of 3 and below
  • Putnam Global Natural Resources B Fund (PNRBX) does not have a good risk adjusted return as its 3-year Alpha of 6.48 is worse than category average of 12.39, and its 3-year Sharpe ratio is -0.08
  • Putnam Global Natural Resources B Fund (PNRBX) has a higher management fee of 2.16% than its Natural Resources average of 1.49%
  • Putnam Global Natural Resources B Fund (PNRBX) carries a 5% load
See Putnam Global Natural Resources B Fund (PNRBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Natural Resources category?

Below are some additional Natural Resources mutual funds generated out of our database

  

Putnam Global Natural Resources B Fund (PNRBX) Net Asset

Track net asset change of Putnam Global Natural Resources B fund (PNRBX)

DateNet Asset
01/2010$28.65M
11/2009$31.57M
10/2009$30.54M
More historic net asset information on Putnam Global Natural Resources B Fund (PNRBX)

  

Putnam Global Natural Resources B Fund (PNRBX) Portfolio Allocation

Track portfolio allocation change of Putnam Global Natural Resources B fund (PNRBX)

DateCashStockBondOther
09/200917.08%82.35%0%0.56%
06/200914.53%74.79%0%10.67%
03/20090.05%99.95%0%0%
Click here to see more historic asset allocation information on Putnam Global Natural Resources B Fund (PNRBX)

  

Most Recent Top 10 Holdings in Putnam Global Natural Resources B Fund (PNRBX)

Discover what Putnam Global Natural Resources B Fund (PNRBX) manager is buying

30-Sep-09
EXXON MOBIL CP [7.11%]
CHEVRON CORP [6.55%]
BP [5.67%]
TOTAL SA [5.03%]
BLOUNT INTL INC [4.88%]
OCCIDENTAL PET [4.01%]
BG Group PLC [3.63%]
PETROLEO BRASILEIRO [2.41%]
ANADARKO PETROLEUM [2.38%]
NEXEN INC [2.15%]

30-Jun-09
EXXON MOBIL CP [7.11%]
CHEVRON CORP [6.55%]
BP [5.67%]
TOTAL SA [5.03%]
BLOUNT INTL INC [4.88%]
OCCIDENTAL PET [4.01%]
BG Group PLC [3.63%]
PETROLEO BRASILEIRO [2.41%]
ANADARKO PETROLEUM [2.38%]
NEXEN INC [2.15%]

31-Mar-09
Exxon Mobil Corp. [8.93%]
Chevron Corporation [8.23%]
BHP Billiton PLC [6.13%]
Total SA [5.09%]
BP PLC [5.03%]
Occidental Petroleum Corp [4.5%]
BG Group PLC [3.5%]
Monsanto Co. (New) [3.41%]
XTO Energy, Inc. [3%]
Petroleo Brasileiro S.A. [2.8%]
Click here for Stock Holding Change Map in Putnam Global Natural Resources B Fund (PNRBX)

  

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