EBERX Rating, Research - Putnam Global Natural Resources A

Putnam Global Natural Resources A (eberx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 74

Threats + Weaknesses = 50

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eberx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Putnam Global Natural Resources A (EBERX) Description: EBERX is a mutual fund, which is an investment that owns a basket of assets. The EBERX mutual fund was provided by Putnam and this investment vehicle derives the majority of its value from equity holdings (stocks). Putnams mutual fund has a medium management tenure and is in the average fund size classification. EBERXs minimum initial investment amount is $500 while the IRA minimum is $0. EBERXs expense ratio is roughly 1%. The latest EBERXs front end load was 6% and the back end load was 0%. The Putnam Global Natural Resources A (EBERX) mutual fund falls under the natural resources category. EBERX focuses its investments in USA and EBERX is focused on the materials industry or fund sector. The Putnam Global Natural Resources A (EBERX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EBERXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EBERXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return through a combination of capital appreciation and current income. The fund invests at least 80% of net assets in the real estate or real estate-related industries. It invests in the securities of domestic and foreign issuers. The fund may invest in securities of issuers of any size, including issuers with small, medium or large market capitalizations. It focuses on growth-oriented companies with value characteristics. The fund may invest invests in those issuers that Advantus Capital determines have potential for long-term sustainable growth in earnings, or those trading at discounts to the underlying value of assets owned.

Management Analysis Update

Performance Analysis Update