Putnam's Sector Portfolio Modeling Tool

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

Sector fund performance and characteristics

Class A shares as of 3/31/14 Consumer Financials Health Care Industrials Nat. Resources Technology Telecom Utilities
1 year Before sales charge 24.72% 21.62% 32.56% 33.66% 12.69% 23.90% 21.99% 12.78%
After sales charge 17.55% 14.62% 24.93% 25.97% 6.21% 16.78% 14.97% 6.29%
5 years Before sales charge 22.57% 18.38% 18.89% 25.73% 13.67% 17.43% 21.42% 9.67%
After sales charge 21.13% 16.99% 17.49% 24.25% 12.33% 16.05% 19.99% 8.38%
10 years Before sales charge 18.89% 13.67% 9.67%
After sales charge 8.40% 7.96% 5.20%
Life of fund Before sales charge 19.43% 12.87% 12.19% 20.21% 7.53% 16.77% 17.03% 6.75%
After sales charge 18.10% 11.61% 11.98% 18.87% 7.34% 15.47% 15.73% 6.48%
Inception date   12/18/08 12/18/08 5/28/82 12/18/08 7/24/80 12/18/08 12/18/08 11/19/90
Expense ratio
Total expense ratio 1.70% 1.72% 1.21% 1.85% 1.23% 1.84% 1.67% 1.25%
What you pay* 1.36% 1.35% 1.21% 1.35% 1.23% 1.36% 1.36% 1.25%
Price to cash flow   12.75% 13.83% 28.00% 9.59% 9.01% 13.06% 6.13% 8.43%
Earnings growth   14.86% 7.30% 6.10% 7.36% 4.18% 22.49% -2.23% -1.94%
% Top 10   25.03% 25.67% 40.27% 61.95% 45.20% 59.98% 61.28% 52.84%
Market cap. ($M)   46,953.13 53,638.25 77,971.29 52,261.71 76,617.76 184,616.46 64,220.25 26,768.03
Return on equity   26.16% 10.81% 17.21% 18.70% 14.45% 24.04% 26.78% 10.87%
Non-U.S.   37.07% 56.47% 25.27% 42.19% 38.64% 19.74% 69.30% 42.25%

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 a loss when you sell your shares. Performance of class A shares after sales charge assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect a maximum 5.75% load. For a portion of the periods, these funds may have had expense limitations, without which returns would have been lower. "What you pay" reflects Putnam Management's decision to contractually limit expenses through 12/30/13. To obtain the most recent month-end performance, visit putnam.com.

Characteristics will vary over time.