Putnam Equity Spectrum Y
(PYSYX)
US Markets Closed
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42.58
+0.32
+0.76%
:

Previous Close

42.26

Net Assets

1.80B

Yield

0.20%

Front load

None

Expenses

1.11%

Category

Mid-Cap Blend

Morningstar Risk

Below Average

Morningstar Rating ★★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • PYSYX

  • Category

    • 2013

    • 44.84%

    • -

    • 2012

    • 24.63%

    • -

    • 2011

    • 9.47%

    • -

    • 2010

    • 23.89%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 7.53%

      • 17.41%

      • 10.92%

      • Q2

      • 7.41%

      • -6.49%

      • 6.30%

      • Q3

      • 11.18%

      • 7.30%

      • -16.47%

      • Q4

      • 12.80%

      • 5.79%

      • 11.15%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • DISH Network Corp

        • 13.60

        • 9,145,113

        • 2,552,205

        • Jazz Pharmaceuticals PLC

        • 7.15

        • 2,127,679

        • 514,621

        • Priceline Group Inc

        • 6.60

        • 240,000

        • 207,400

        • General Dynamics Corp

        • 4.70

        • 1,765,479

        • 71,200

        • EchoStar Corp

        • 4.43

        • 3,663,978

        • 393,700

        • Cubist Pharmaceuticals Inc

        • 2.97

        • 1,861,375

        • 214,700

        • Micron Technology Inc

        • 2.93

        • 3,892,700

        • 0

        • Google Inc Class C

        • 2.24

        • 170,378

        • 110,397

        • Altisource Portfolio Solutions SA

        • 2.22

        • 848,600

        • 158,900

        • Japan Airlines Co Ltd

        • 1.91

        • 1,509,400

        • 0

        • Name

        • Rating

        • YTD Return %

          • Fidelity® Mid Cap Enhanced Index

          • ★★★★★
          • 5.19

          • Putnam Equity Spectrum R

          • ★★★★★
          • -1.57

          • Putnam Capital Spectrum R

          • ★★★★★
          • 2.24

          • Putnam Equity Spectrum M

          • ★★★★★
          • -1.76

          • Putnam Equity Spectrum Y

          • ★★★★★
          • -1.15

          • Putnam Equity Spectrum C

          • ★★★★★
          • -1.97

          • Putnam Equity Spectrum B

          • ★★★★★
          • -1.97

          • Putnam Capital Spectrum Y

          • ★★★★★
          • 2.65

          • First Eagle Fund of America C

          • ★★★★★
          • 2.33

          • Putnam Capital Spectrum A Load Waived

          • ★★★★★
          • 2.43

          • Name

          • PYSYX

          • Category

            • Expense Ratio

            • 1.11%

            • 1.24%

            • Net Assets

            • 1.80B

            • 403.55M

            • Dividend Yield

            • 0.44%

            • 1.34

            • Price/Book

            • 1.92

            • 1.97

            • Price/Sales

            • 1.77

            • 1.19

            • Price/Cash Flow

            • 6.97

            • 8.76

            Profile

            Name of Issuer

            Putnam

            Fund Style

            Open

            Fund Manager

            David Glancy

            Investment Style

            Large Growth

            The investment seeks capital appreciation. The fund invests in equity securities of companies of any size, including both growth and value stocks, that the managers believe have favorable investment potential. The adviser expects to invest in leveraged companies, which employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income, convertible or preferred equity securities, and their fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). It is non-diversified.

            Purchase Information

            Initial Purchase 0
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            5/18/2009