• Putnam International Capital Opportunities Fund

Putnam

  • INT
  • Mid-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    LQTVX 7.98

Putnam International Capital Opportunities Fund

PVNBX

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

$49.44 ( +0.34 )

52 Week HL

$49.44 - $33.62

Net Assets

$400.75 M

Expense Ratio

Sector Allocation

Jan 31, 2021

Top 10 Holdings

Feb 22, 2021

Company 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

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

18.2 %

3 Year

54.67%

5 Year

64.55%

Best

91.73%
1999

Worst

-48.86%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.5% -27.4% 9.7% -1.7% 9.5% -1.2% 5.8% 0.9% 6.1% 17.7% -
Q2 7.5% 18.9% 0.9% 0.1% 6.8% -4.1% 2.4% 0.5% -1.3% -10.5% -
Q3 6.2% 6.1% -1.1% 1% 7.6% 6.8% -8.9% -10.9% 9.7% 8.4% -
Q4 - 15.9% 11% -14.6% 6% -4.8% 2.9% -4.8% 6.7% 4.3% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -3.4% 3.2% 3.8% 5.7% 2.1% -0.3% 1.5% 3% 1.6% - - -
2020 -4% -8.4% -17.4% 9.5% 7.3% 1.2% 3% 4.3% -1.3% -3.3% 16.6% 2.8%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PVNBX 18%6%23%-17%34%-4%2%-14%23%21%-22%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 18%-9%-5%-11%15%-12%2%-28%-6%8%-22%

PVNBX S&P 500

Chart +