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PGIOX Putnam Focused Equity R Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Exxon Mobil Corp (NYSE:XOM), Home Depot (NYSE:HD), Hilton Worldwide Holdings (NYSE:HLT).

Industry description

The investment seeks capital appreciation. The fund invests mainly in equity securities (growth or value stocks or both) of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). The fund is non-diversified.

Market Cap

The average market capitalization across the Putnam Focused Equity R MF is 1.43T. The market cap for tickers in the group ranges from 6.97B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is VNT at 6.97B.

Volume

The average weekly volume growth across all stocks in the Putnam Focused Equity R MF was 52%. For the same stocks of the MF, the average monthly volume growth was 28% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 59
Price Growth Rating: 38
SMR Rating: 27
Profit Risk Rating: 31
Seasonality Score: -14 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Putnam Funds TrustOne Post Office SquareBoston
Phone
N/A
Web
www.putnam.com
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PGIOX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PGIOX has been closely correlated with VFFSX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if PGIOX jumps, then VFFSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGIOX
1D Price
Change %
PGIOX100%
-1.61%
VFFSX - PGIOX
97%
Closely correlated
-1.31%
VTSMX - PGIOX
96%
Closely correlated
-1.31%
VSMPX - PGIOX
96%
Closely correlated
-1.30%
VITSX - PGIOX
96%
Closely correlated
-1.31%
VTSAX - PGIOX
96%
Closely correlated
-1.31%
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