PEQUX Rating, Research - Putnam Global Equity A

Putnam Global Equity A (pequx)

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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 = 87

Threats + Weaknesses = 77

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to achieve a high level of current income. The fund invests at least 80% of net assets in a portfolio of income-producing equity securities (see equity research), such as common and preferred dividend-paying stocks (see stock research). It invests in U.S. and non-U.S. issuers and has no specific policy on the number of different countries in which it will invest but intends to invest in at least three different countries. The fund seeks to invest in securities that the managers believe have the potential for growth of income and capital over time for its investments in common stocks (see stock research).

Management Analysis Update

Putnam Global Equity A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update