3 / 5 Stars
3 4 5 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 4 Consumer Defensive Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.81 percent over the past year, 14.09 percent over the past three years, and 18.55 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. This fund concentrates in the consumer staples and consumer discretionary products and services industries. The advisers invest mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the managers believe have favorable investment potential.
Fees are High compared to funds in the same category.
Putnam Global Consumer Fund has an expense ratio of 1.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.