PEYAX Rating, Research - Putnam Equity Income A

Putnam Equity Income A (peyax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

Short Term Rating Stock Ratings Help
placeholder_summary.png

Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
%

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 = 97

Threats + Weaknesses = 80

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; income is a secondary consideration. The fund normally invests primarily in equity securities (see equity research) of U.S. and foreign companies that the manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It invests the equity portion of their portfolio predominantly in mid- and large-cap companies, with the remaining portion in smaller companies. The fund expects to invest a significant portion (up to 35%) of assets in foreign securities.


Management Analysis Update


Performance Analysis Update