| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 5 Consumer Defensive Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 24.91 percent over the past year, and 17.01 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.0% |
| 1 Year | 24.9% |
| 3 Years (Annualized) | 17.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the advisor believes have favorable investment potential. Potential investments include companies involved in the manufacture, sale or distribution of consumer staples and consumer discretionary products and services. It may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes, and may engage in short sales of securities. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Putnam Global Consumer Fund has an expense ratio of 1.66 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
