| Period | PCINX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 10.1% | -92.6% | 35.5% | 46.33% | 3 |
| 1 Yr | 20.1% | -51.7% | 40.6% | 13.76% | 1 |
| 3 Yr | 6.7% * | -14.4% | 16.8% | 56.53% | 3 |
| 5 Yr | 13.3% * | -0.5% | 18.7% | 46.53% | 3 |
| 10 Yr | 4.6% * | -0.4% | 10.8% | 79.53% | 5 |
* Annualized
| Period | PCINX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2016 | 10.8% | -37.7% | 186.3% | 10.11% | 1 |
| 2015 | -4.1% | -46.9% | 11.2% | 37.05% | 3 |
| 2014 | 12.5% | -51.7% | 38.1% | 10.80% | 1 |
| 2013 | 33.3% | -88.0% | 42.8% | 11.89% | 1 |
| 2012 | 15.4% | -100.0% | 25.9% | 13.76% | 1 |
| Period | PCINX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| YTD | 10.1% | -92.6% | 35.5% | 46.23% | 3 |
| 1 Yr | 19.1% | -52.5% | 142.7% | 16.63% | 1 |
| 3 Yr | 6.7% * | -7.4% | 57.6% | 54.03% | 3 |
| 5 Yr | 13.3% * | -0.5% | 18.7% | 47.83% | 3 |
| 10 Yr | 4.6% * | -0.4% | 10.8% | 81.68% | 5 |
* Annualized
| Period | PCINX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
|---|---|---|---|---|---|
| 2016 | 10.8% | -36.6% | 190.6% | 13.18% | 1 |
| 2015 | -3.2% | -40.3% | 20.1% | 69.47% | 4 |
| 2014 | 13.1% | -24.8% | 100.1% | 49.92% | 3 |
| 2013 | 34.9% | -93.4% | 1119.1% | 70.64% | 4 |
| 2012 | 16.4% | -100.0% | 282.8% | 72.27% | 4 |
| PCINX | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Assets | 1.89 B | 9.87 K | 581 B | 9.33% | 2 |
| Number of Holdings | 168 | 1 | 3780 | 9.35% | 2 |
| Net Assets in Top 10 | 453 M | 13.1 K | 89.3 B | 10.29% | 2 |
| Weighting of Top 10 | 24.1% | 2.2% | 269.3% | 22.88% | 4 |
| Weighting | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| Stocks | 96.52% | 0.00% | 136.78% | 14.50% | 4 |
| Cash | 1.55% | -114.79% | 132.07% | 16.91% | 3 |
| Other | 1.38% | -81.75% | 100.00% | 4.53% | 1 |
| Preferred Stocks | 0.39% | -0.38% | 88.99% | 2.45% | 1 |
| Convertible Bonds | 0.17% | 0.00% | 78.50% | 1.29% | 1 |
| Bonds | 0.00% | -38.55% | 114.63% | 7.11% | 3 |
| Weighting | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| Technology | 22.06% | 0.00% | 58.75% | 4.90% | 1 |
| Financial Services | 16.63% | 0.00% | 64.31% | 11.82% | 2 |
| Healthcare | 14.79% | 0.00% | 33.17% | 9.88% | 2 |
| Industrials | 9.43% | -0.07% | 37.01% | 20.48% | 4 |
| Consumer Cyclical | 8.62% | 0.00% | 47.61% | 23.43% | 4 |
| Consumer Defense | 7.32% | 0.00% | 55.08% | 17.66% | 4 |
| Energy | 6.15% | -3.32% | 26.02% | 12.40% | 3 |
| Communication Services | 4.21% | -0.78% | 17.25% | 6.06% | 2 |
| Basic Materials | 3.53% | -0.30% | 24.95% | 10.38% | 2 |
| Real Estate | 1.90% | -29.98% | 11.80% | 11.10% | 3 |
| Utilities | 1.88% | -2.21% | 32.10% | 13.48% | 3 |
| Weighting | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| US | 95.22% | 0.00% | 112.66% | 13.17% | 3 |
| Non US | 1.30% | -1.33% | 92.21% | 20.22% | 3 |
| PCINX Fees (% of AUM) | Category Low | Category High | Rank in Category (%) | Quintile | |
|---|---|---|---|---|---|
| Expense Ratio | 1.80% | 0.02% | 303.36% | 10.31% | 4 |
| Management Fee | 0.55% | 0.00% | 2.25% | 3.80% | 3 |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 0.11% | 5 |
| Administrative Fee | N/A | 0.00% | 0.45% | N/A | N/A |
| PCINX Fees (% of AUM) | Category Low | Category High | PCINX Rank | Quintile | |
|---|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A | N/A |
| Deferred Load | 1.00% | 0.00% | 5.00% | 2.29% | 2 |
| PCINX Fees (% of AUM) | Category Low | Category High | PCINX Rank | Quintile | |
|---|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.00% | 2.00% | N/A | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| PCINX Fees (% of AUM) | Category Low | Category High | PCINX Rank | Quintile | |
|---|---|---|---|---|---|
| Turnover | 33.00% | 0.00% | 1754.00% | 11.39% | 3 |
| PCINX | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| Dividend Yield | 0.0% | 0.00% | 11.20% | 70.26% | 5 |
| PCINX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Monthly | Annually |
| Date | Amount |
|---|---|
| Dec 10, 2013 | $0.095 |
| Dec 10, 2012 | $0.044 |
| Dec 08, 2011 | $0.030 |
| Dec 08, 2010 | $0.005 |
| Apr 30, 2010 | $0.030 |
| Dec 08, 2009 | $0.082 |
| Dec 12, 2005 | $0.044 |
| Dec 05, 2000 | $0.259 |
| Dec 10, 1999 | $0.128 |
| PCINX | Category Low | Category High | PCINX % Rank | Quintile | |
|---|---|---|---|---|---|
| Net Income Ratio | 0.44% | -2.05% | 3.78% | 15.21% | 4 |
| PCINX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Daily | Annually |
Manager
Start Date
Jul 25, 2008Tenure
8.94
Tenure Rank
4.7%
Mr. Sullivan is a Portfolio Manager of Putnam's U.S. multi-cap core and U.S. large-cap core equity strategies. He joined Putnam in 2008 and has been in the investment industry since 1982. Prior to joining Putnam, Mr. Sullivan was a Vice President, Portfolio Manager, at American Century from 2000 to 2008; a Senior Vice President, Portfolio Manager, at Franklin Templeton from 1998 to 1999; and a Senior Vice President, Portfolio Manager, at SunAmerica Asset Management from 1995 to 1998. He earned an M.B.A. from Columbia School of Management and a B.A. in Political Science from Columbia College.
Category Low
0.0
Category High
81.7
Category Average
6.08
Category Mode
2.5
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