Putnam Research Fund Fundamentals

PURYX Fund  USD 51.05  0.27  0.53%   
Putnam Research Fund fundamentals help investors to digest information that contributes to Putnam Research's financial success or failures. It also enables traders to predict the movement of Putnam Mutual Fund. The fundamental analysis module provides a way to measure Putnam Research's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Putnam Research mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Putnam Three Year Return Analysis

Putnam Research's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Putnam Research Three Year Return

    
  12.63 %  
Most of Putnam Research's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Putnam Research Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Putnam Research Three Year Return Component Assessment

Based on the latest financial disclosure, Putnam Research Fund has a Three Year Return of 12.6284%. This is 33.78% higher than that of the Putnam family and significantly higher than that of the Large Blend category. The three year return for all United States funds is notably lower than that of the firm.

Putnam Research Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Putnam Research's current stock value. Our valuation model uses many indicators to compare Putnam Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Putnam Research competition to find correlations between indicators driving Putnam Research's intrinsic value. More Info.
Putnam Research Fund is regarded third largest fund in price to earning among similar funds. It is rated top fund in last dividend paid among similar funds creating about  0.02  of Last Dividend Paid per Price To Earning. The ratio of Price To Earning to Last Dividend Paid for Putnam Research Fund is roughly  64.87 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Putnam Research by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Putnam Research's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Putnam Research's earnings, one of the primary drivers of an investment's value.

Putnam One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Putnam Research's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Putnam Research could also be used in its relative valuation, which is a method of valuing Putnam Research by comparing valuation metrics of similar companies.
Putnam Research is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Putnam Research

The fund consists of 98.49% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Asset allocation divides Putnam Research's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Putnam Fundamentals

About Putnam Research Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Putnam Research Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Research using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Research Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests mainly in common stocks of large U.S. companies that the managers believe have favorable investment potential. For example, the manager may purchase stocks of companies with stock prices that reflect a value lower than that which the managers place on the company. The manager may also consider other factors that the managers believe will cause the stock price to rise.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Putnam Research in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Putnam Research's short interest history, or implied volatility extrapolated from Putnam Research options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Putnam Research Fund using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out Putnam Research Piotroski F Score and Putnam Research Altman Z Score analysis.
You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for Putnam Mutual Fund analysis

When running Putnam Research's price analysis, check to measure Putnam Research's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Putnam Research is operating at the current time. Most of Putnam Research's value examination focuses on studying past and present price action to predict the probability of Putnam Research's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Putnam Research's price. Additionally, you may evaluate how the addition of Putnam Research to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Putnam Research's value and its price as these two are different measures arrived at by different means. Investors typically determine if Putnam Research is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Research's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.