How is Putnam Capital Spectrum Y Fund (PVSYX) Performing?

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Putnam Capital Spectrum Y ( PVSYX ) a Zacks Rank #2 (Buy) was incepted in May 2009. PVSYX seeks to provide total return. PVSYX invests in equity and fixed-income securities, including floating and fixed rate bank loans and both growth and value stocks, of companies of any size that the adviser believes have favorable investment potential. PVSYX may also invest in fixed income securities of other issuers, in securitized debt instruments (such as mortgage- and asset-backed securities) and in companies that are not leveraged. PVSYX is non-diversified.

Putnam Capital Spectrum Y, managed by Putnam Funds , carries an expense ratio of 0.40%. Moreover, PVSYX requires a minimal initial investment of $0.

This fund, as of the last filing, allocates their fund in four major groups; Foreign Bond, Large Growth, Large Value and Small Growth. Further, as of the last filing, DISH Network, JAZZ Pharma and Echostar were the top holdings for PVSYX.

PVSYX has a history of positive total returns for over 5 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 2.72%, 3 year 1.71% and 5 year 12.21%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

PVSYX's performance, as of the last filing, when compared to funds in its category was in the top 89% in 1 year, top 78% over the past 3 years, and in the 1% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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