- Putnam International Capital Opportunities Fund
Putnam
- International
- Mid-Cap
- Core
Summary
The fund seeks capital appreciation by investing in small- and mid-size companies in developed non-U.S. markets.
The research process is driven by fundamental analysis of one stock at a time. The process is designed to focus on companies with established and sustainable business models, attractive earnings growth, and depressed stock prices.
The stock may be out of favor with investors for temporary reasons due to the cyclical nature of the industry or company undergoing transformation.
The investment team attempts to build a portfolio that is differentiated from its benchmark index with a long-term More
Price
Last Close
$33.66 ( -0.56 )
52 Week HL
$49.44 - $32.73
Net Assets
$351.42 M
Expense Ratio
Sector Allocation
Jan 31, 2021Top 10 Holdings
Feb 22, 2021Company Name
- Brickworks
- Dassault Aviation
- Eurazeo
- Cogeco Communications
- Fukui Computer
Holding
- 2.84
- 2.74
- 2.71
- 2.65
- 2.58
Company Name
- Kyudenko Corp
- Marwyn Materials
- Michael Page
- Kaufman Broad
- Megacable Holdings
- Total
Holding
- 2.52
- 2.47
- 2.35
- 2.34
- 2.21
- 25.41%
Manager
Name
Karan S. Sodhi
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-15 %
3 Year
-1.79%
5 Year
-11.81%
Best
91.73%
1999
Worst
-48.86%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -7.9% | 3.5% | -27.4% | 9.7% | -1.7% | 9.5% | -1.2% | 5.8% | 0.9% | 6.1% | - |
| Q2 | -6.3% | 7.5% | 18.9% | 0.9% | 0.1% | 6.8% | -4.1% | 2.4% | 0.5% | -1.3% | - |
| Q3 | - | 1.1% | 6.1% | -1.1% | 1% | 7.6% | 6.8% | -8.9% | -10.9% | 9.7% | - |
| Q4 | - | -11.2% | 15.9% | 11% | -14.6% | 6% | -4.8% | 2.9% | -4.8% | 6.7% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7.9% | 0.4% | -0.4% | -7.6% | -0.2% | - | - | - | - | - | - | - |
| 2021 | -3.4% | 3.2% | 3.8% | 5.7% | 2.1% | -0.3% | 1.5% | 3% | -3.3% | 1.4% | -5.7% | -7.1% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PVNBX | -15% | -0% | 6% | 23% | -17% | 34% | -4% | 2% | -14% | 23% | 21% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -15% | -29% | -9% | -5% | -11% | 15% | -12% | 2% | -28% | -6% | 21% |