PEQBX : Putnam Global Equity Fund Class B

PEQBX is a Allocation Market Total World with HIGH fees.

PEQBX

Putnam Global Equity Fund Class B

FI Score

37 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

37% FI Score
  • peqbx
  • Mutual Fund
  • Allocation
  • Total World

Putnam Global Equity Fund Class B

Expenses: 1.90% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund 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 adviser believes have favorable investment potential. It invests mainly in developed countries, but may invest in emerging markets. The fund invests at least 80% of the fund's net assets in equity investments. It may also use derivatives, such as futures, options, certain foreign currency transactions, warrants and swap contracts, for both hedging and non-hedging purposes.

Largest Holdings

Amount Holding
5.01% NRG Energy Inc
4.42% Amazon.com Inc
4.03% Microsoft Corp
3.31% Nomad Foods Ltd
2.55% Assured Guaranty Ltd
2.39% Union Pacific Corp
2.22% ServiceNow Inc
2.20% Visa Inc Class A
2.19% Nestle SA
2.12% Walmart Inc
2.05% SIG Combibloc Group AG Ordinary Shares
1.97% Asahi Group Holdings Ltd
1.93% Alphabet Inc Class C
1.91% Kerry Group PLC Class A
1.86% Enterprise Products Partners LP
1.71% Vertex Pharmaceuticals Inc
1.66% Danaher Corp
1.65% Sherwin-Williams Co
1.59% AstraZeneca PLC
1.59% Adobe Inc
1.53% PepsiCo Inc
1.51% Bank of America Corp
1.48% Novartis AG
1.45% Activision Blizzard Inc
1.38% Fiserv Inc

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