3 / 5 Stars
3 3 2 1 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 304 World Stock 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 27.15 percent over the past year, and 9.81 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The investment allocates assets among eight Putnam global sector funds to provide exposure to sectors of the global market in approximately the same proportions as the sector weightings in the MSCI World Index and seeks to rebalance the fund's allocations quarterly to remain in alignment with the index. Each underlying fund is a non-diversified fund concentrating in the market sector specified in its name, and each invests mainly in common stocks of large and midsize companies worldwide. It invests in emerging markets, uses derivatives and engages in short sales of securities.
Fees are Average compared to funds in the same category.
Putnam Global Sector has an expense ratio of 0.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.