2 / 5 Stars
4 4 2 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#7 in Industrials
U.S. News evaluated 11 Industrials 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 43.55 percent over the past year, and 17.30 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||37.5%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 manager believes have favorable investment potential. Potential investments include companies involved in the research, development, manufacture, distribution, supply or sale of industrial products, services or equipment. 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 are Above Average compared to funds in the same category.
Putnam Global Industrial Fund has an expense ratio of 1.35 percent.
Risk is High compared to funds in the same category according to Morningstar.