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Putnam International Capital Opp Y (PIVYX)

40.52
-0.68
(-1.65%)
At close: 8:08:56 AM EDT

Fund Summary

The fund invests mainly in common stocks (growth or value stocks or both) of small and midsize companies outside the United States that the advisor believes have favorable investment potential. It invests mainly in developed countries, but may invest in emerging markets. The fund may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.

Putnam International Capital Opp Y

Boston MA 02109
One Post Office Square Mail Stop A 14

Fund Overview

Category Foreign Small/Mid Blend
Fund Family Franklin Templeton Investments
Net Assets 292.13M
YTD Return 3.16%
Yield 4.03%
Morningstar Rating
Inception Date Jan 21, 2003

Fund Operations

Last Dividend 1.62
Last Cap Gain 14.00
Holdings Turnover 24.00%
Average for Category --

Fees & Expenses

Expense PIVYX Category Average
Annual Report Expense Ratio (net) 1.34% 1.22%
Prospectus Net Expense Ratio 1.34% --
Prospectus Gross Expense Ratio 1.34% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.46%
Max Deferred Sales Load -- 1.31%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Karan S. Sodhi, Lead Manager since March 31, 2017
Mr. Sodhi is a Portfolio Manager, specializing in Putnam's international small-cap core equity strategy. In addition, he is an analyst in the Equity Research group, focusing on the international financials sector. Mr. Sodhi is responsible for conducting fundamental analysis and valuation of companies in the international real estate industry and banking industries in India and Japan, and for making buy/sell recommendations. Previously at Putnam, Mr. Sodhi served as a Portfolio Manager and Analyst from 2000 to 2007. He rejoined the firm in 2010 and has been in the investment industry since 1998. Prior to rejoining Putnam, Mr. Sodhi was an Equity Analyst at Stark Investments from 2007 to 2009, and served as an Analyst/Research Associate at Stephens, Inc. from 1998 to 2000. Mr. Sodhi earned an M.B.A. in Finance from Indiana University and a B.A. in Accounting from Hendrix College.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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