Putnam Small Cap Fund Beta
| PNSBX Fund | USD 52.85 0.28 0.53% |
Putnam Small Cap fundamentals help investors to digest information that contributes to Putnam Small'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 Small'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 Small mutual fund.
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Putnam Small Cap Mutual Fund Beta Analysis
Putnam Small's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Putnam Small Cap has a Beta of 0.0. This indicator is about the same for the Putnam average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Putnam Small
The fund consists of 95.11% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Putnam Small'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
| Price To Earning | 20.56 X | |||
| Price To Book | 2.64 X | |||
| Price To Sales | 1.20 X | |||
| Total Asset | 1.75 M | |||
| Year To Date Return | 5.53 % | |||
| One Year Return | 20.54 % | |||
| Three Year Return | (0.37) % | |||
| Five Year Return | 11.50 % | |||
| Ten Year Return | 12.93 % | |||
| Net Asset | 1.09 B | |||
| Cash Position Weight | 4.89 % | |||
| Equity Positions Weight | 95.11 % |
About Putnam Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Putnam Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Putnam Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Putnam Small Cap 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.
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 Small 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 Small's short interest history, or implied volatility extrapolated from Putnam Small options trading.
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Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Small Cap. 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 bureau of labor statistics. Note that the Putnam Small Cap information on this page should be used as a complementary analysis to other Putnam Small'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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.