Nasdaq - Delayed Quote USD
Putnam Global Technology R6 (PTTEX)
At close: October 25 at 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 30.00% |
| 5y Average Return | 23.76% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 25, 2024) | 71.06% |
| Worst 1Y Total Return (Oct 25, 2024) | -- |
| Best 3Y Total Return | 71.06% |
| Worst 3Y Total Return | 5.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PTTEX
Category
- YTD
- 27.33%
- 12.31%
- 1-Month
- 3.10%
- 6.23%
- 3-Month
- 1.49%
- 8.63%
- 1-Year
- 49.77%
- 53.90%
- 3-Year
- 10.88%
- 27.50%
- 5-Year
- 23.75%
- 28.80%
- 10-Year
- 20.91%
- 18.74%
- Last Bull Market
- 33.87%
- 24.03%
- Last Bear Market
- -18.69%
- -20.41%
Annual Total Return (%) History
Year
PTTEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.48% | 10.55% | 1.49% | -- |
| 2023 | 23.62% | 13.10% | -6.39% | 17.63% |
| 2022 | -14.62% | -18.69% | -7.79% | 5.94% |
| 2021 | 3.06% | 8.91% | -2.98% | 2.54% |
| 2020 | -7.65% | 36.80% | 11.75% | 21.17% |
| 2019 | 19.75% | 7.49% | 0.41% | 14.31% |
| 2018 | 0.47% | -19.64% | -- | -- |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 30 |
| 3-Month | 59 |
| 1-Year | 14 |
| 3-Year | 20 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 49.77% |
| 3-Year | 10.88% |
| 5-Year | 23.75% |
| 10-Year | 20.91% |
Performance & Risk
| YTD Return | 30.00% |
| 5y Average Return | 23.76% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.24 |
| Morningstar Risk Rating |
Fund Overview
| Category | Technology |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 1.34B |
| YTD Return | 27.33% |
| Yield | 0.52% |
| Morningstar Rating | |
| Inception Date | May 22, 2018 |
Fund Summary
The fund invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in securities of companies in the technology industries. The fund is non-diversified.
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