Investors Fund (PINVX)
Seeking great companies for investors since 1925
Consistency of positive performance over five years
Performance represents 5-year returns in rolling quarter-end periods since inception.
Best 5-year annualized return
(for period ending 12/31/99)
Worst 5-year annualized return
(for period ending 09/30/34)
Average 5-year annualized return
Performance shown does not reflect the effects of any sales charges. Click on the dots to see specific returns in each five-year period as of the date revealed. Note that returns of 0.00% are counted as positive periods. For complete fund performance, please click on the performance tab.
|Yesterday's close||52-week high||52-week low|
|Net asset value||
0.16% ( $0.04 )
Gerard P. Sullivan (industry since 1982)
Strategy and process
- Style flexibility: The fund invests in stocks of large U.S. companies, with the flexibility to own both growth and value stocks.
- A disciplined process: The portfolio manager uses a disciplined bottom-up fundamental investment process that focuses on three buckets of idea generation.
- Research focus: Backed by a Global Equity Research team, the portfolio manager uses his stock-picking expertise to identify opportunities and manage risk.
Manager commentary | Q1 2017
Corporate confidence on the rise
Portfolio Manager Jerry Sullivan says despite lack of clarity, the forces of policy change are still in place and worth consideration.
Current performance may be lower or higher than the quoted past performance, which cannot guarantee future results. Share price, principal value, and return will vary, and you may have a gain or loss when you sell your shares. To obtain the most recent month-end performance, visit putnam.com.
Recent performance benefited from a settlement from Household International, a unit of HSBC Holdings Plc.
Performance assumes reinvestment of distributions and does not account for taxes. Returns before sales charge do not reflect the current maximum sales charges as indicated below. Had the sales charge been reflected, returns would be lower. Returns at public offering price (after sales charge) for class A and class M shares reflect the current maximum initial sales charges of 5.75% and 3.50% for equity funds and Putnam Absolute Return 500 Fund and 700 Fund, and 4.00% and 3.25% for income funds (1.00% and 0.75% for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund and 300 Fund, and Putnam Short-Term Municipal Income Fund), respectively. Class B share returns reflect the applicable contingent deferred sales charge (CDSC), which is 5% in the first year, declining to 1% in the sixth year, and is eliminated thereafter (except for Putnam Floating Rate Income Fund, Putnam Absolute Return 100 Fund and 300 Fund, and Putnam Short-Term Municipal Income Fund, which is 1% in the first year, declining to 0.5% in the second year, and is eliminated thereafter). Class C shares reflect a 1% CDSC the first year that is eliminated thereafter. Performance for class B, C, M, R, T1, and Y shares prior to their inception is derived from the historical performance of class A shares, adjusted for the applicable sales charge (or CDSC) and, except for class Y shares, the higher operating expenses for such shares (with the exception of Putnam Tax-Free High Yield Fund and Putnam AMT-Free Municipal Fund, which are based on the historical performance of class B shares). Class R5/R6 shares, available to qualified employee-benefit plans only, are sold without an initial sales charge and have no CDSC. Class Y shares are generally only available for corporate and institutional clients and have no initial sales charge. Performance for Class R5/R6 shares before their inception are derived from the historical performance of class Y shares, which have not been adjusted for the lower expenses; had they, returns would have been higher. Class A, M, and T1 shares of Putnam money market funds have no initial sales charge. For a portion of the period, some funds had expenses limitations or had been sold on a limited basis with limited assets and expenses, without which returns would be lower.
** FundVisualizer comparison based on Putnam fund versus the largest fund in its Morningstar category.
The S&P 500 Index is an unmanaged index of common stock performance. You cannot invest directly in an index.
Consider these risks before investing: Growth stocks may be more susceptible to earnings disappointments, and value stocks may fail to rebound. Stock prices may fall or fail to rise over time for several reasons, including general financial market conditions and factors related to a specific issuer or industry. You can lose money by investing in the fund.