Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Putnam Small Cap Value Fund (PSLRX)

14.38
-0.07
(-0.48%)
At close: 8:01:59 PM EDT
Loading Chart for PSLRX
  • Previous Close 14.45
  • YTD Return -15.56%
  • Expense Ratio 0.78%
  • Category Small Value
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 232.27M
  • Beta (5Y Monthly) 1.29
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.13
  • Inception Date Nov 1, 2013

The fund invests mainly in common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests at least 80% of its net assets in companies of a size similar to those in the Russell 2000 Value Index. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Putnam

Fund Family

Small Value

Fund Category

232.27M

Net Assets

2013-11-01

Inception Date

Performance Overview: PSLRX

View More

Trailing returns as of 6/30/2022. Category is Small Value.

YTD Return

PSLRX
15.56%
Category
26.79%
 

1-Year Return

PSLRX
12.37%
Category
71.02%
 

3-Year Return

PSLRX
9.54%
Category
9.35%
 

5-Year Return

PSLRX
5.37%
Category
12.17%
 

People Also Watch

Holdings: PSLRX

View More

Sector Weightings

SectorPSLRX
Industrials   15.52%
Energy   12.39%
Healthcare   8.86%
Real Estate   8.45%
Technology   6.53%
Utilities   4.85%

Recent News: PSLRX

View More

Research Reports: PSLRX

View More

Top Mutual Funds