PEQMX Rating, Research - Putnam Global Equity M

Putnam Global Equity M (peqmx)

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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

SELL

SWOT Statistics

Strengths + Opportunities = 87

Threats + Weaknesses = 77

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

Fund Management Team

Fund Description Update

Putnam Global Equity M (PEQMX) Description: PEQMX is a mutual fund, which is an investment that owns a basket of assets. The PEQMX 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. PEQMXs minimum initial investment amount is $500 while the IRA minimum is $500. PEQMXs expense ratio is roughly 2%. The latest PEQMXs front end load was 4% and the back end load was 0%. The Putnam Global Equity M (PEQMX) mutual fund falls under the world stock category. PEQMX focuses its investments in EU and USA and PEQMX is not affiliated with a particular industry or fund sector. The Putnam Global Equity M (PEQMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PEQMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PEQMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital, with current income as a secondary consideration. The fund normally invests up to 80% of assets in underlying funds which invest primarily in equity securities (see equity research) and approximately 20% of assets underlying funds which invest primarily in fixed-income securities. It is non-diversified.


Management Analysis Update


Performance Analysis Update