PEQBX Rating, Research - Putnam Global Equity B

Putnam Global Equity B (peqbx)

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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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%
%
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Geographic Allocation (% of Port)

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

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SWOT Statistics

Strengths + Opportunities = 87

Threats + Weaknesses = 77

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

Fund Management Team

Fund Description Update

Putnam Global Equity B (PEQBX) Description: PEQBX is a mutual fund, which is an investment that owns a basket of assets. The PEQBX 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 small fund size classification. PEQBXs minimum initial investment amount is $500 while the IRA minimum is $500. PEQBXs expense ratio is roughly 2%. The latest PEQBXs front end load was 0% and the back end load was 5%. The Putnam Global Equity B (PEQBX) mutual fund falls under the world stock category. PEQBX focuses its investments in EU and USA and PEQBX is not affiliated with a particular industry or fund sector. The Putnam Global Equity B (PEQBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PEQBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PEQBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize total return, consisting of capital appreciation and current income. The fund invests at least 80% of assets in equity securities (see equity research). Investments in equity securities (see equity research) may include dividend-paying securities, common stock and preferred stock of U.S. and foreign issuers. It may invest in issuers from both developed and emerging markets. The fund may invest in companies of any size.


Management Analysis Update

Putnam Global Equity B's executives / managers make better investing decisions, because their assets are invested along side their client's. Putnam Global Equity B's management team has a long history of working together. This helps ensure consistent future returns.


Performance Analysis Update