Top 5 Zacks #1 Ranked Putnam Funds - Best of Fund Family
01 May 2013 - 12:04AM
Zacks
With over seventy five years of investment experience, Putnam
Investments offers investors 70 mutual funds across a range of
asset classes and investment styles. The company has over $133
billion in assets under management and serves several institutional
clients including the pension funds of several states and many
large corporations. Putnam believes that its team of seasoned
portfolio managers is one of its greatest assets and relies
primarily on original, fundamental research on a global scale.
Below we will share with you 5 top rated Putnam funds. Each has
earned a Zacks #1 Rank (Strong Buy) as we expect the fund to
outperform its peers in the future. To view the Zacks Rank and past
performance of all Putnam funds, investors can click here to see
the complete list of funds.
Putnam Multi-Cap Value A (PMVAX) invests primarily in
common stocks of domestic companies. The fund invests in companies
regardless of their sizes. It focuses on acquiring value stocks.
This fund has a three year annualized return of 11.87%.
The Putnam mutual fund has an expense ratio of 1.17% compared to
a category average of 1.27%.
Putnam Global Natural Resources A (EBERX) seeks capital
growth. The fund invests a large share of its assets in domestic
and foreign common stocks issued by energy and natural resources
companies. The fund focuses on acquiring value stocks issued by
mid-cap and large-cap firms, but may invest in smaller companies.
This fund has a three year annualized return of 2.68%.
As of December 2012, this Putnam mutual fund held 110 issues,
with 9.76% of its total assets invested in Exxon Mobil
Corporation.
Putnam Dynamic Asset Allocation: Conservative A (PACAX)
invests 15% to 45% of its assets in equity securities and 55% to
85% in fixed-income securities. The fund rebalances its portfolio
whenever required in order to improve its performance in keeping
with its investment objectives. It may also invest in derivatives
to manage risk or enhance returns. This fund has a three year
annualized return of 7.40%.
Jeffrey L. Knight is the fund manager and has managed this
Putnam mutual fund since 2002.
Putnam Tax-Free High Yield A (PTHAX) seeks high current
income free from federal income tax. The majority of the fund’s
assets are invested in bonds, the interest from which is exempt
from federal income tax. It purchases securities rated investment
grade as well as those of lower quality. The fund has a three year
annualized return of 8.28%
The Putnam mutual fund has an expense ratio of 0.81% compared to
a category average of 1.00%.
Putnam Diversified Income A (PDINX) invests primarily in
bonds which are secularized debt instruments, for example mortgage
backed securities. The fund may also purchase securities issued by
firms and governments across the world. It may purchase securities
rated investment grade as well as junk bonds. The fund has a three
year annualized return of 7.30%.
D. William Kohli is the fund manager and has managed this Putnam
mutual fund since 1994.
To view the Zacks Rank and past performance of all Putnam mutual
funds, investors can click here to see the complete list of
funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank.
View All Zacks #1 Ranked Mutual Funds
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