Mutual Funds - Profile

Putnam PanAgora Managed Futures Strategy

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Status

Inactive Fund

Summary

The fund seeks to generate positive return in diverse market environments over time.

The investment strategy focuses on identifying price trends in 60+ liquid markets including global equity, fixed-income, currency and commodity markets.

The fund attempts to generate absolute return with low correlation to traditional asset classes using momentum-based algorithm to identify trends. The fund many take long and short positions and pair trade and avoid unintended risk correlations.  

Price

  • Last Close
  • $7.71
    +0
  • 52 Week HL
  • $8.41 - $7.17
  • Net Assets
  • $9.33 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Edward E. Qian
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
2.7 % YTD

  • 3 Year
  • -16.2%
  • 5 Year
  • 0%
  • Best
  • 2.66%
    2021
  • Worst
  • -10.81%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PPFYX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -1.1% 4.2% 1.7% -2.9% - - - - - - -
Q2 3.8% -5.8% -0.5% -0.3% -100% - - - - - -
Q3 - -8.5% 2.3% 1.8% -0.6% - - - - - -
Q4 - -0.7% -11.7% -6.2% 2% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 0.1% -1.1% -0.1% 3.9% -0.1% - - - - - - -
2020 3.1% -0.4% 1.4% -3.3% -3.3% 0.7% -2.1% -5.8% -0.8% -2.9% -0.4% 2.7%

Annual Return

Index Comparison

Alpha

NAV