PYSOX : Putnam Equity Spectrum Fund Class B

PYSOX is a US Stocks Market Mid-Cap Blend with HIGH fees.

PYSOX

Putnam Equity Spectrum Fund Class B

FI Score

34 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

34% FI Score
  • pysox
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Putnam Equity Spectrum Fund Class B

Expenses: 1.14% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund invests in equity securities of companies of any size, including both growth and value stocks, that the managers believe have favorable investment potential. The adviser expects to invest in leveraged companies, which employ significant leverage in their capital structure through borrowing from banks or other lenders or through issuing fixed-income, convertible or preferred equity securities, and whose fixed income securities are often rated below-investment-grade (sometimes referred to as "junk bonds"). The fund is non-diversified.

Largest Holdings

Amount Holding
9.79% Jazz Pharmaceuticals PLC
9.60% DISH Network Corp Class A
5.83% EchoStar Corp
5.53% Northrop Grumman Corp
5.31% Alphabet Inc Class C
4.73% VanEck Vectors Gold Miners ETF
4.44% Cigna Corp
4.41% Fidelity National Information Services Inc
4.36% ALTISOURCE ASSET MANAGEMENT CORP
4.33% AbbVie Inc
3.23% Amazon.com Inc
3.22% Apple Inc
3.12% NRG Energy Inc
2.85% Walmart Inc
2.84% Ascendis Pharma A/S ADR
2.82% Pioneer Natural Resources Co
2.47% Mylan NV
2.33% W R Grace & Co
2.32% Microsoft Corp
1.26% General Dynamics Corp
1.18% JPMorgan Chase & Co
1.13% Apollo Global Management Inc Class A
1.12% Citigroup Inc
1.11% Booking Holdings Inc
0.96% The Walt Disney Co

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