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Nasdaq - Delayed Quote USD
Putnam Core Equity Fund B (PMYBX)
39.46
-0.17
(-0.43%)
At close: 8:01:58 PM EDT
Fund Summary
The fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. The adviser may also consider other factors the advisor believes will cause the stock price to rise. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 40.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 17.49% |
| 5y Average Return | 16.19% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PMYBX | Category Average | PMYBX | Category Average | PMYBX | Category Average | |
| Alpha | 0.12 | -0.01 | 0.5 | -0.01 | -1.31 | -0.01 |
| BETA | 0.99 | 0.01 | 1.03 | 0.01 | 1.04 | 0.01 |
| Mean Annual Return | 0.88 | 0.01 | 1.45 | 0.01 | 1.05 | 0.01 |
| R-squared | 98.72 | 0.94 | 98.01 | 0.95 | 96.95 | 0.95 |
| Standard Deviation | 17.76 | 0.17 | 18.75 | 0.19 | 16.08 | 0.15 |
| Sharpe Ratio | 0.39 | 0 | 0.8 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 5.77 | 0.03 | 13.98 | 0.1 | 9.8 | 0.1 |
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