Mutual Fund Insights: Putnam Vista R Fund (PVIRX)

In-depth Analysis of Putnam Vista R Fund (PVIRX)

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See Putnam Vista R Fund (PVIRX) performance details as of February 28, 2010

  

Last Trade: $9.28 on 3/19/2010, Change: -0.12 (-1.28%)

Experiment our closing price forecasting tool for Putnam Vista R Fund (PVIRX) (alpha release)

  

Fund Manager - Raymond Haddad

Fund Manager Tenure: 2.3 years   [Similar Funds: PVIMX  PVISX  PVIYX ]
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Mr. Raymond Haddad is a managing director, portfolio leader on the Vista and New Opportunities funds, and portfolio manager on the OTC and Discovery Growth funds. Mr. Haddad, who joined Putnam in 2000, holds Series 7 and 63 licenses with the NASD and has 10 years of investment industry experience.  Get more insights on Raymond Haddad

  

 What we like about Putnam Vista R Fund (PVIRX)

Data for Putnam Vista R Fund (PVIRX) as of February 28, 2010

• Putnam Vista R Fund (PVIRX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
• Putnam Vista R Fund (PVIRX) has good short-term performance (1-year return 59.05% vs 58.17 % Mid-Cap Growth category average)
• Putnam Vista R Fund (PVIRX) has good mid-term performance (3-year return -8.45% vs -4.00 % Mid-Cap Growth category average)
• Putnam Vista R Fund (PVIRX) ratio of up-years vs down years is greater than 2

  

 What we are cautious about Putnam Vista R Fund (PVIRX)

Data for Putnam Vista R Fund (PVIRX) as of February 28, 2010

• Putnam Vista R Fund (PVIRX) management has been with Putnam Vista R Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
• Putnam Vista R Fund (PVIRX) has a less-than-ideal Long-term performance (5-year return -1.68% vs 2.06 % Mid-Cap Growth category average)
• Putnam Vista R Fund (PVIRX) has a Morningstar rating of 3 and below
• Putnam Vista R Fund (PVIRX) is less safe compared to its Mid-Cap Growth peers
• Putnam Vista R Fund (PVIRX) has an annual stock turnover rate of 273.37% that is higher than the Mid-Cap Growth average of 140.76%. This could mean Putnam Vista R is more nimble, but also signal potential high tax impact and high trading fees
• Putnam Vista R Fund (PVIRX) does not have a good risk adjusted return as its 3-year Alpha of -1.06 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.29
• Putnam Vista R Fund (PVIRX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.32 that is higher than category average of 23.95
• Putnam Vista R Fund (PVIRX) has a higher management fee of 1.61% than its Mid-Cap Growth average of 1.47%
• Even though Putnam Vista R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See Putnam Vista R Fund (PVIRX) performance details as of February 28, 2010

  

  

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Putnam Vista R Fund (PVIRX) Net Asset

Track net asset change of Putnam Vista R fund (PVIRX)

Date	Net Asset
02/2010	$1.01B
01/2010	$2.06M
11/2009	$2.06M

More historic net asset information on Putnam Vista R Fund (PVIRX)

  

Putnam Vista R Fund (PVIRX) Portfolio Allocation

Track portfolio allocation change of Putnam Vista R fund (PVIRX)

Date	Cash	Stock	Bond	Other
09/2009	4.14%	95.46%	0%	0.4%
06/2009	4.97%	94.64%	0%	0.39%
03/2009	1.13%	98.78%	0%	0.09%

Click here to see more historic asset allocation information on Putnam Vista R Fund (PVIRX)

  

Most Recent Top 10 Holdings in Putnam Vista R Fund (PVIRX)

Discover what Putnam Vista R Fund (PVIRX) manager is buying

30-Sep-09 AGNICO EAGLE MINES [2.12%] GANNETT CO INC [1.88%] UNITED STATES STEEL [1.78%] Autodesk, Inc. [1.73%] CBS CORP CL B [1.67%] Joy Global Inc. [1.62%] S P X CP [1.56%] WEATHERFORD INTL LTD [1.51%] SanDisk Corporation [1.47%] NII Holdings, Inc. [1.45%]

30-Jun-09 WEATHERFORD INTL LTD [1.9%] KBR INC [1.73%] UNITED STATES STEEL [1.7%] AGNICO EAGLE MINES [1.62%] CME GROUP INC CL A [1.56%] INTREPID POTASH INC [1.53%] Joy Global Inc. [1.51%] Autodesk, Inc. [1.43%] MCDERMOTT INT PANAMA [1.4%] INTL GAME TECH [1.37%]

31-Mar-09 Agnico-Eagle Mines Ltd [2.89%] Goldcorp Inc (New) [2.51%] Weatherford International, Ltd. [2.4%] DryShips Inc. [1.95%] Southwestern Energy Company [1.86%] St. Jude Medical, Inc. [1.84%] Range Resources Corp [1.8%] Petrohawk Energy Corp [1.68%] Seagate Technology [1.65%] Qwest Communications Internatio [1.46%]

Click here for Stock Holding Change Map in Putnam Vista R Fund (PVIRX)

  

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See more information on Putnam Vista R Fund (PVIRX)

• Putnam Vista R Fund Insights
• Putnam Vista R Fund Performance Data
• Putnam Vista R Fund News
• Putnam Vista R Fund Score Explaination
• Putnam Vista R Fund Manager Information
• Historic Putnam Vista R Fund Asset Allocation Report
• Historic Putnam Vista R Fund Top 10 Holding Tracking
• Historic Putnam Vista R Fund Asset Under Management Tracking