PUGIX Rating, Research - Putnam Global Utilities A

Putnam Global Utilities A (pugix)

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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 = 15

Threats + Weaknesses = 7

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks a level of current income and a growing stream of income over years. The fund normally invests at least 90% of assets in income-producing securities (with at least 50% of assets in equity securities (see equity research)). It invests primarily in a broad range of income-producing securities, including stocks (see stock research) and bonds. The fund may also invest significantly in securities of issuers domiciled outside the United States.

Management Analysis Update

Performance Analysis Update