2 / 5 Stars
3 4 2 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#63 in Small Value
U.S. News evaluated 118 Small Value 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 29.58 percent over the past year, 13.85 percent over the past three years, 27.73 percent over the past five years, and 6.94 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||27.7%|
|10 Years (Annualized)||6.9%|
The investment seeks capital appreciation. The fund invests mainly in common stocks of small U.S. companies, with a focus on value stocks. Value stocks are issued by companies that are currently undervalued by the market. The fund invests mainly in small companies of a size similar to those in the Russell 2000 Value Index. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
Fees are Low compared to funds in the same category.
Putnam Small Cap Value Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.