uploads///Putnam Global Consumer Fund Vs XLP ETF Vs XRT ETF

How Has the Putnam Global Consumer Fund Performed?


Dec. 4 2020, Updated 10:53 a.m. ET


The Putnam Global Consumer Fund (PGCOX)(PGCOX)(PGCOX) is an open-ended mutual fund that has performed well over the years. Over the last three years, it has provided a total return of 14.18% to its investors. On a YTD (year-to-date) basis, it has beaten the S&P 500 (SPX) broad market index and the XRT ETF by quite a margin. The YTD return of the Putnam Global Consumer Fund (PGCOX)(PGCOX)(PGCOX) has been -1.80% before fund expenses. The Sharpe ratio of the fund is 1.28 and the standard deviation of the fund is 11.92.

The above chart shows that the Putnam Global Consumer Fund (PGCOX)(PGCOX)(PGCOX) has outperformed the Consumer Staples Select Sector SPDR ETF (XLP) and the SPDR S&P Retail ETF (XRT) on a YTD basis.

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About the fund and holdings

The Putnam Global Consumer Fund (PGCOX) is a non-diversified fund with more than 80% of its assets in the consumer discretionary and consumer staples sectors. The fund has liberty to invest in any kind of investment, be it growth or value investment. The fund has a high percentage of exposure to foreign equities, which was 37.68% as of August 30, 2015, which is pretty high compared to the other mutual funds we discuss in this series.

The fund’s total number of holdings as of August 30, 2015, was 48, and its top five holdings were Amazon (AMZN) with a 5.67% weight, Coty (COTY) with a 4.62% weight, RE/MAX Holdings (RMAX) with a 3.68% weight, Edgewell Personal Care (EPC) with a 3.20% weight, and Hilton Worldwide Holdings (HLT) with a 3.04% weight.


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