Mutual Fund Insights: Putnam Vista Y Fund (PVIYX)

In-depth Analysis of Putnam Vista Y Fund (PVIYX)

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See Putnam Vista Y Fund (PVIYX) performance details as of January 31, 2010

  

Last Trade: $10.13 on 3/17/2010, Change: +0.05 (0.5%)

Experiment our closing price forecasting tool for Putnam Vista Y Fund (PVIYX) (alpha release)

  

Fund Manager - Raymond Haddad

Fund Manager Tenure: 2.3 years   [Similar Funds: PVIMX  PVIRX  PVISX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

Mr. 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 Y Fund (PVIYX)

Data for Putnam Vista Y Fund (PVIYX) as of January 31, 2010

• Putnam Vista Y Fund (PVIYX) ratio of up-years vs down years is greater than 2
• Putnam Vista Y Fund (PVIYX) has a lower management fee than its Mid-Cap Growth average: 1.06% vs 1.46%
• Putnam Vista Y Fund (PVIYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Putnam Vista Y Fund (PVIYX)

Data for Putnam Vista Y Fund (PVIYX) as of January 31, 2010

• Putnam Vista Y Fund (PVIYX) management has been with Putnam Vista Y Fund for only 2.3 years, it is hard to judge manager's ability based on this fund's operation record
• Putnam Vista Y Fund (PVIYX) has a less-than-ideal short-term performance (1-year return 39.14% vs 39.73% Mid-Cap Growth category average)
• Putnam Vista Y Fund (PVIYX) has a less-than-ideal mid-term performance (3-year return -9.99% vs -5.54% Mid-Cap Growth category average)
• Putnam Vista Y Fund (PVIYX) has a less-than-ideal Long-term performance (5-year return -1.85% vs 1.43% Mid-Cap Growth category average)
• Putnam Vista Y Fund (PVIYX) has a Morningstar rating of 3 and below
• Putnam Vista Y Fund (PVIYX) is less safe compared to its Mid-Cap Growth peers
• Putnam Vista Y Fund (PVIYX) has an annual stock turnover rate of 273.37% that is higher than the Mid-Cap Growth average of 138.22%. This could mean Putnam Vista Y is more nimble, but also signal potential high tax impact and high trading fees
• Putnam Vista Y Fund (PVIYX) does not have a good risk adjusted return as its 3-year Alpha of -0.98 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.37
• Putnam Vista Y Fund (PVIYX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.01 that is higher than category average of 23.72

See Putnam Vista Y Fund (PVIYX) performance details as of January 31, 2010

  

  

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Putnam Vista Y Fund (PVIYX) Net Asset

Track net asset change of Putnam Vista Y fund (PVIYX)

Date	Net Asset
01/2010	$33.72M
11/2009	$57.02M
10/2009	$54.12M

More historic net asset information on Putnam Vista Y Fund (PVIYX)

  

Putnam Vista Y Fund (PVIYX) Portfolio Allocation

Track portfolio allocation change of Putnam Vista Y fund (PVIYX)

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 Y Fund (PVIYX)

  

Most Recent Top 10 Holdings in Putnam Vista Y Fund (PVIYX)

Discover what Putnam Vista Y Fund (PVIYX) 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 Y Fund (PVIYX)

  

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See more information on Putnam Vista Y Fund (PVIYX)

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