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Nasdaq USD

Putnam Global Technology R6 (PTTEX)

64.69
+0.50
+(0.78%)
At close: 8:02:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -13.27%
5y Average Return 19.06%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Mar 31, 2025) 71.06%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 71.06%
Worst 3Y Total Return 5.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PTTEX
Category
YTD
-2.76%
12.31%
1-Month
-2.67%
6.23%
3-Month
-5.28%
8.63%
1-Year
11.75%
53.90%
3-Year
15.00%
27.50%
5-Year
18.91%
28.80%
10-Year
19.95%
18.74%
Last Bull Market
23.01%
24.03%
Last Bear Market
-18.69%
-20.41%

Annual Total Return (%) History

Year
PTTEX
Category
2024
27.75%
--
2023
53.96%
--
2022
-32.18%
--
2021
11.65%
--
2020
71.06%
55.91%
2019
47.75%
37.49%
2018
--
-3.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.48% 10.55% 1.49% 0.33%
2023 23.62% 13.10% -6.39% 17.63%
2022 -14.62% -18.69% -7.79% 5.94%
2021 3.06% 8.91% -2.98% 2.54%
2020 -7.65% 36.80% 11.75% 21.17%
2019 19.75% 7.49% 0.41% 14.31%
2018 0.47% -19.64% -- --

Rank in Category (By Total Return)

YTD 71
1-Month 20
3-Month 85
1-Year 58
3-Year 13
5-Year 28

Load Adjusted Returns

1-Year 11.75%
3-Year 15.00%
5-Year 18.91%
10-Year 19.95%

Performance & Risk

YTD Return -13.27%
5y Average Return 19.06%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Franklin Templeton Investments
Net Assets 1.24B
YTD Return -2.76%
Yield 0.00%
Morningstar Rating
Inception Date May 22, 2018

Fund Summary

The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the technology industries. The fund is non-diversified.

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