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Putnam Voyager Y (PVYYX) Fund Ranking and Research

Ranking, Research and Recommendation of Putnam Voyager Y (PVYYX) Fund

    Last Trade: $28.62 on 11/25/2016, Change: +0.05 (0.18%)

 

Graph of Putnam Voyager Y Fund (PVYYX) ManagerFund Manager - Robert Brookby

Fund Manager Information

Fund Manager Tenure: 1.2 years
Similar Funds: PVYRX  PVOYX 
Fund Family: Putnam
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: Lipper Awards (2011),

 

Graph of Putnam Voyager Y Fund (PVYYX) ProfilePutnam Voyager Y Fund (PVYYX) Profile

Fund Profile and Description

Putnam Voyager Y Fund seeks to achieve capital appreciation. Putnam Voyager Y Fund invests mainly in common stocks of U.S. companies with a focus on growth stocks which are issued by companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. It invests mainly in midsize and large companies.

 

Putnam Voyager Y (PVYYX) Fund Strength What we like about Putnam Voyager Y (PVYYX) Fund

Data for Putnam Voyager Y Fund (PVYYX) as of May 30, 2016

  • Putnam Voyager Y Fund (PVYYX) ratio of up-years vs down years is greater than 2
  • Putnam Voyager Y Fund (PVYYX) has a lower expense ratio than its Large Growth average: 0.79% vs 1.17%
  • Putnam Voyager Y Fund (PVYYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Putnam Voyager Y Fund (PVYYX) Weakness What we are cautious about Putnam Voyager Y (PVYYX) Fund

Data for Putnam Voyager Y Fund (PVYYX) as of May 30, 2016

  • Putnam Voyager Y Fund (PVYYX) management has been with Putnam Voyager Y Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Putnam Voyager Y Fund (PVYYX) has a less-than-ideal short-term performance (1-year return -13.13% vs -1.74% Large Growth category median performance)
  • Putnam Voyager Y Fund (PVYYX) has a less-than-ideal mid-term performance (3-year return 7.51% vs 10.74% Large Growth category median performance)
  • Putnam Voyager Y Fund (PVYYX) has a less-than-ideal Long-term performance (5-year return 6.07% vs 10.14% Large Growth category median performance)
  • Putnam Voyager Y Fund (PVYYX) has a Morningstar rating of 3 and below
  • Putnam Voyager Y Fund (PVYYX) has an annual stock turnover rate of 140.00% that is higher than the Large Growth average of 50.46%. This could mean Putnam Voyager Y is more nimble, but also signal potential high tax impact and high trading fees
  • Putnam Voyager Y Fund (PVYYX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.67 that is higher than category average of 12.75
See Putnam Voyager Y Fund (PVYYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Putnam Voyager Y Fund (PVYYX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Putnam Voyager Y-2.72-13.137.516.07
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Putnam Voyager Y Fund (PVYYX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Putnam Voyager Y Fund (PVYYX) Net Asset TrackingPutnam Voyager Y (PVYYX) Fund Net Asset

Track net asset change of Putnam Voyager Y fund (PVYYX)

DateNet Asset
05/2016$3.22B
03/2016$3.10B
02/2016$3.17B
More historic net asset information on Putnam Voyager Y Fund (PVYYX)

  

Graph of Putnam Voyager Y Fund (PVYYX) Portfolio TrackingPutnam Voyager Y (PVYYX) Fund Portfolio Allocation

Track portfolio allocation change of Putnam Voyager Y fund (PVYYX)

DateCashStockBondOther
03/20162.97%94.22%0.42%0.81%
12/20154.25%91.83%0%2.68%
09/20150.49%96.12%0%2.4%
Click here to see more historic asset allocation information on Putnam Voyager Y Fund (PVYYX)

 

graph of Putnam Voyager Y Fund (PVYYX) Top 10 Position TrackingTop 10 Holdings in Putnam Voyager Y (PVYYX) Fund

Discover what Putnam Voyager Y Fund (PVYYX) manager is buying

Mar 30, 2016
Alphabet Inc. [7.43%]
Facebook, Inc. [4.9%]
Apple Inc. [4.05%]
Amazon.com, Inc. [3.98%]
Jazz Pharmaceuticals plc [3.78%]
Visa Inc. [3.65%]
Celgene Corporation [3.35%]
American Airlines Group, Inc. [2.7%]
Gilead Sciences, Inc. [2.59%]
Allergan plc Ordinary Shares [1.96%]

Dec 30, 2015
Alphabet Inc. [7.42%]
Facebook, Inc. [4.41%]
Jazz Pharmaceuticals plc [3.87%]
Apple Inc. [3.78%]
Amazon.com, Inc. [3.65%]
Visa Inc. [3.44%]
Celgene Corporation [3.09%]
Allergan plc Ordinary Shares [2.83%]
Gilead Sciences, Inc. [2.82%]
American Airlines Group, Inc. [2.29%]

Sep 29, 2015
Alphabet Inc. [7.18%]
Apple Inc. [4.73%]
Facebook, Inc. [4.26%]
Jazz Pharmaceuticals plc [3.39%]
Visa Inc. [3.13%]
Gilead Sciences, Inc. [2.78%]
Amazon.com, Inc. [2.69%]
Allergan plc Ordinary Shares [2.59%]
Celgene Corporation [2.53%]
American Airlines Group, Inc. [2.19%]
Click here for Stock Holding Change Map in Putnam Voyager Y Fund (PVYYX)

  

Latest News on Putnam Voyager Y (PVYYX) Fund

See what is happening with Putnam Voyager Y Fund (PVYYX)

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Putnam Voyager Y Fund (PVYYX) Related ResourcesSee more information on Putnam Voyager Y (PVYYX) Fund

Popular pages on Putnam Voyager Y (PVYYX) Fund

  

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