PCOAX Rating, Research - Putnam Capital Opportunities A

Putnam Capital Opportunities A (pcoax)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 38

Threats + Weaknesses = 25

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

Fund Management Team

Fund Description Update

Putnam Capital Opportunities A (PCOAX) Description: PCOAX is a mutual fund, which is an investment that owns a basket of assets. The PCOAX 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 long management tenure and is in the average fund size classification. PCOAXs minimum initial investment amount is $500 while the IRA minimum is $0. PCOAXs expense ratio is roughly 1%. The latest PCOAXs front end load was 6% and the back end load was 0%. The Putnam Capital Opportunities A (PCOAX) mutual fund falls under the small mixed category. PCOAX focuses its investments in USA and PCOAX is not affiliated with a particular industry or fund sector. The Putnam Capital Opportunities A (PCOAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PCOAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PCOAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of small-capitalization companies which, at the time of purchase, no larger than the largest capitalized issuer is included in the Russell 2000 Index. It may invest up to 25% of its total assets in foreign securities.


Management Analysis Update


Performance Analysis Update