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Putnam Capital Spectrum A (PVSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Capital Spectrum A (PVSAX) Fund

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Graph of Putnam Capital Spectrum A Fund (PVSAX) ManagerFund Manager - David Glancy

Fund Manager Information

Fund Manager Tenure: 11.1 years
Similar Funds: PVSBX  PVSCX  PVSMX  PVSRX  PVSYX 
Fund Family: Putnam
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Glancy has been a portfolio manager with Fidelity Investments since April 1993. He joined the company in 1990 as an analyst and portfolio assistant in the high-income group. From 1989 to 1990, he was a high-income analyst and portfolio analyst at Dean Witter. Previously, he worked as a bond analyst with Standard & Poor's rating office for two years. He also worked as an accountant for Cooper's & Lybrand from 1985 to 1987. Glancy is a Chartered Financial Analyst and a Certified Public Accountant.  Get more insights on David Glancy

 

Graph of Putnam Capital Spectrum A Fund (PVSAX) ProfilePutnam Capital Spectrum A Fund (PVSAX) Profile

Fund Profile and Description

Putnam Capital Spectrum A Fund seeks total return. Putnam Capital Spectrum A Fund invests mainly in equity and fixed income securities, including bank loans, of leveraged U.S. companies that we believe have favorable investment potential. It invests mainly in small and midsized leveraged companies, although it can invest in companies of any size and in companies that are not leveraged. Putnam Capital Spectrum A Fund may also invest in fixed income securities of other issuers, including mortgage-backed and other asset-backed securities.

 

Putnam Capital Spectrum A (PVSAX) Fund Strength What we like about Putnam Capital Spectrum A (PVSAX) Fund

Data for Putnam Capital Spectrum A Fund (PVSAX) as of May 30, 2016

  • Putnam Capital Spectrum A Fund (PVSAX) management has been with Putnam Capital Spectrum A Fund for 11.1 years
  • Putnam Capital Spectrum A Fund (PVSAX) ratio of up-years vs down years is greater than 2
  • Putnam Capital Spectrum A Fund (PVSAX) has an annual stock turnover rate of 43.00% vs Large Blend average of 53.12%. It is good that Putnam Capital Spectrum A management does not trade extensively for its return.

Putnam Capital Spectrum A Fund (PVSAX) Weakness What we are cautious about Putnam Capital Spectrum A (PVSAX) Fund

Data for Putnam Capital Spectrum A Fund (PVSAX) as of May 30, 2016

  • Putnam Capital Spectrum A Fund (PVSAX) has a less-than-ideal short-term performance (1-year return -11.32% vs -1.15% Large Blend category median performance)
  • Putnam Capital Spectrum A Fund (PVSAX) has a less-than-ideal mid-term performance (3-year return 6.04% vs 9.43% Large Blend category median performance)
  • Putnam Capital Spectrum A Fund (PVSAX) has a less-than-ideal Long-term performance (5-year return 9.00% vs 10.15% Large Blend category median performance)
  • Putnam Capital Spectrum A Fund (PVSAX) has a Morningstar rating of 3 and below
  • Putnam Capital Spectrum A Fund (PVSAX) is less safe compared to its Large Blend peers
  • Putnam Capital Spectrum A Fund (PVSAX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.88 that is higher than category average of 11.67
  • Putnam Capital Spectrum A Fund (PVSAX) has a higher expense ratio of 1.24% than its Large Blend average of 1.02%
  • Putnam Capital Spectrum A Fund (PVSAX) carries a 5.75% load
  • Asset base in Putnam Capital Spectrum A Fund (PVSAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Putnam Capital Spectrum A Fund (PVSAX) performance details as of May 30, 2016

 

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Compare Putnam Capital Spectrum A Fund (PVSAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Capital Spectrum A-3.70-11.326.049.00
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Putnam Capital Spectrum A Fund (PVSAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Putnam Capital Spectrum A Fund (PVSAX) Net Asset TrackingPutnam Capital Spectrum A (PVSAX) Fund Net Asset

Track net asset change of Putnam Capital Spectrum A fund (PVSAX)

DateNet Asset
05/2016$6.07B
03/2016$6.41B
02/2016$6.73B
More historic net asset information on Putnam Capital Spectrum A Fund (PVSAX)

  

Graph of Putnam Capital Spectrum A Fund (PVSAX) Portfolio TrackingPutnam Capital Spectrum A (PVSAX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Capital Spectrum A fund (PVSAX)

DateCashStockBondOther
03/201614.55%79.27%2.45%0.18%
12/201522.8%70.5%2.64%0.14%
09/201518.48%74.44%2.52%1.64%
Click here to see more historic asset allocation information on Putnam Capital Spectrum A Fund (PVSAX)

 

graph of Putnam Capital Spectrum A Fund (PVSAX) Top 10 Position TrackingTop 10 Holdings in Putnam Capital Spectrum A (PVSAX) Fund

Discover what Putnam Capital Spectrum A Fund (PVSAX) manager is buying

Mar 30, 2016
DISH Network Corporation [21.31%]
Jazz Pharmaceuticals plc [12.97%]
The Priceline Group Inc. [7.51%]
American Airlines Group, Inc. [6.86%]
EchoStar Corporation [6.79%]
L-3 Communications Holdings, In [4.8%]
Northrop Grumman Corporation Co [3.88%]
Agilent Technologies, Inc. Comm [2.97%]
Teva Pharmaceutical Industries [2.89%]
Uber Tech Inc P/P Cv Pfd [2.17%]

Dec 30, 2015
DISH Network Corporation [21.06%]
Jazz Pharmaceuticals plc [11.16%]
The Priceline Group Inc. [6.22%]
American Airlines Group, Inc. [5.48%]
EchoStar Corporation [4.79%]
L-3 Communications Holdings, In [3.99%]
Raytheon Company Common Stock [3.51%]
Teva Pharmaceutical Industries [3.03%]
Northrop Grumman Corporation Co [2.96%]
Agilent Technologies, Inc. Comm [2.73%]

Sep 29, 2015
DISH Network Corporation [19.45%]
Jazz Pharmaceuticals plc [9.25%]
The Priceline Group Inc. [8.04%]
EchoStar Corporation [4.69%]
American Airlines Group, Inc. [4.55%]
Northrop Grumman Corporation Co [3.17%]
General Dynamics Corporation Co [2.92%]
Raytheon Company Common Stock [2.79%]
L-3 Communications Holdings, In [2.76%]
Google [2.64%]
Click here for Stock Holding Change Map in Putnam Capital Spectrum A Fund (PVSAX)

  

Latest News on Putnam Capital Spectrum A (PVSAX) Fund

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Putnam Capital Spectrum A Fund (PVSAX) Related ResourcesSee more information on Putnam Capital Spectrum A (PVSAX) Fund

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