Putnam's Sector Portfolio Modeling Tool

When building an investment portfolio, consider the opportunities in various market sectors.

About this tool

This tool lets you model a hypothetical portfolio of eight Putnam Global Sector Funds against the MSCI World Index, including:

  • Adjusting the weighting of one or more sectors
  • Automatically rebalancing all remaining sectors
  • Comparing your portfolio with the MSCI World Index
  • Reviewing six different portfolio characteristics
  • Saving snapshots to compare multiple model portfolios

All data is as of 3/31/14 and will be updated at the end of each calendar quarter.

How to build a sector portfolio

Allocate weightings of a global sector fund portfolio
Drag the blue bars up or down, or simply change the numbers at the base of the graph. The gray bars are static and show the weighting of the relevant sector indexes within the MSCI World Index (see "Tool methodology" for more details). You can see the resulting characteristics of your hypothetical portfolio in the six graphs at the top of the page, which adjust dynamically as you change fund weightings.

The "Distribute evenly" option
You can allocate specific percentages for the Putnam sector funds, and the remaining percentages are automatically distributed evenly across all other sector funds. The tool subtracts from 100% any portion that you do not allocate, computes an average by dividing that amount by the number of remaining sectors, and then subtracts the average amount from each relevant sector index weighting.

The "Customize" option
You manually allocate percentages to all of the sector funds. The tool will not automatically adjust any weightings, but it will indicate how much of your portfolio remains to be allocated in a "Left to allocate" percentage shown near the top of the window. Note, this option does not prevent users from allocating more than 100%, as reflected when the "Left to allocate" percentage becomes negative.

"Lock" sector weightings
Clicking the lock icons freezes the weighting of any sector and prevents any changes.

Snapshots
Save weightings and characteristics of hypothetical portfolios. You can save up to 15 different portfolios.

Putnam sector fund portfolio information
Click on the sector fund names to find the fund's top holdings and, top overweights and underweights vs. the index and country composition.

Sector tool methodology
All data shown in the graphs is as of 3/31/14, the end of the most recent quarter, and will be updated at the end of each quarter. Putnam is the source of the fund data, and Morgan Stanley Capital International (MSCI) is the source for the index data.

In the investment characteristic comparisons, the blue bars reflect a hypothetical portfolio of Putnam funds with allocations that can be adjusted by users. The gray bars represent indexes and are static. For both the funds and indexes, the weightings shown in the large graph are used to calculate a weighted average for each characteristic.

The tool combines MSCI sector indexes in two instances: The consumer staples and consumer cyclicals sector indexes are combined into the "Consumer" sector, and the basic materials and energy indexes are combined into the "Natural Resources" sector. Each sector index continues to be weighted according to its market-capitalization weighting within the MSCI World Index.