Putnam Sustainable Leaders Fund Quote
| PSLGX Fund | USD 133.88 1.75 1.29% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Putnam Sustainable is trading at 133.88 as of the 16th of April 2024; that is -1.29 percent decrease since the beginning of the trading day. The fund's open price was 135.63. Putnam Sustainable has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Putnam Sustainable Leaders are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a companys sustainable business practices, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.. More on Putnam Sustainable Leaders
Moving together with Putnam Mutual Fund
| 0.92 | PEYAX | Putnam Equity Me | PairCorr |
| 0.82 | PGHAX | Putnam Global Health | PairCorr |
| 0.98 | PNOYX | Putnam Multi Cap | PairCorr |
| 0.98 | PNORX | Putnam Multi Cap | PairCorr |
| 0.97 | PNOTX | Putnam Sustainable Future | PairCorr |
| 0.97 | PNSAX | Putnam Small Cap | PairCorr |
Putnam Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Putnam Sustainable's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Putnam Sustainable or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Putnam Funds, Large Growth Funds, Large Growth, Putnam (View all Sectors) |
| Update Date | 31st of March 2024 |
Putnam Sustainable Leaders [PSLGX] is traded in USA and was established 16th of April 2024. Putnam Sustainable is listed under Putnam category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Putnam family. This fund at this time has accumulated 4.58 B in assets with no minimum investment requirementsPutnam Sustainable is currently producing year-to-date (YTD) return of 11.16% with the current yeild of 0.0%, while the total return for the last 3 years was 7.03%.
Check Putnam Sustainable Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Putnam Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Putnam Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Putnam Sustainable Leaders Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Putnam Sustainable Leaders Mutual Fund Constituents
| GOOG | Alphabet Inc Class C | Stock | Communication Services |
| BDX | Becton Dickinson and | Stock | Health Care |
| CRM | Salesforce | Stock | Information Technology |
| WMT | Walmart | Stock | Consumer Staples |
| AAPL | Apple Inc | Stock | Information Technology |
| V | Visa Class A | Stock | Financials |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
Putnam Sustainable Target Price Odds Analysis
Based on a normal probability distribution, the odds of Putnam Sustainable jumping above the current price in 90 days from now is about 40.49%. The Putnam Sustainable Leaders probability density function shows the probability of Putnam Sustainable mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Putnam Sustainable Leaders has a beta of -0.0096 indicating as returns on the benchmark increase, returns on holding Putnam Sustainable are expected to decrease at a much lower rate. During a bear market, however, Putnam Sustainable Leaders is likely to outperform the market. Additionally, putnam Sustainable Leaders has an alpha of 0.1583, implying that it can generate a 0.16 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Putnam Sustainable to move above the current price in 90 days from now is about 40.49 (This Putnam Sustainable Leaders probability density function shows the probability of Putnam Mutual Fund to fall within a particular range of prices over 90 days) .
Putnam Sustainable Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Putnam Sustainable market risk premium is the additional return an investor will receive from holding Putnam Sustainable long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Putnam Sustainable. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Putnam Sustainable's alpha and beta are two of the key measurements used to evaluate Putnam Sustainable's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5774 | |||
| Semi Deviation | 0.4331 | |||
| Standard Deviation | 0.7651 | |||
| Variance | 0.5854 |
Putnam Sustainable Against Markets
Picking the right benchmark for Putnam Sustainable mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Putnam Sustainable mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Putnam Sustainable is critical whether you are bullish or bearish towards Putnam Sustainable Leaders at a given time. Please also check how Putnam Sustainable's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Putnam Sustainable without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Correlation AnalysisReduce portfolio risk simply by holding instruments which are not perfectly correlated |
| All Next | Launch Module |
How to buy Putnam Mutual Fund?
Before investing in Putnam Sustainable, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Putnam Sustainable. To buy Putnam Sustainable fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Putnam Sustainable. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Putnam Sustainable fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Putnam Sustainable Leaders fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Putnam Sustainable Leaders fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Putnam Sustainable Leaders, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Putnam Sustainable Leaders?
The danger of trading Putnam Sustainable Leaders is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Putnam Sustainable is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Putnam Sustainable. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Putnam Sustainable is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Sustainable Leaders. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Putnam Sustainable information on this page should be used as a complementary analysis to other Putnam Sustainable's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.