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PPGCX Putnam Global Sector C

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Fund PPGCX Putnam Global Sector C VT Vanguard Total World Stock ETF ACWV iShares Edge MSCI Min Vol Global  
Similarity
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100% 90% 87%
Annual Fees
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$208.89
(1.98% Exp. Ratio)
$14.77
(0.14% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$27,368.40 $47,814.02 $46,959.63
Est. savings over 30 yrs +$20,445.62 +$19,591.23
Return
As of 10/31/16
1 YR RETURN -0.96%
3 YR 2.58%
5 YR 8.45%
10 YR --
1 YR RETURN 2.89%
3 YR 3.60%
5 YR 8.57%
10 YR --
1 YR RETURN 6.78%
3 YR 7.21%
5 YR 9.94%
10 YR --
Description
The investment seeks capital appreciation. The fund allocates its assets among eight Putnam global sector funds to provide exposure to sectors of the global market in approximately the same proportions as the sector weightings in the MSCI World Index. Each underlying fund is a non-diversified fund concentrating in the market sector specified in its name, and each invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the managers believe have favorable investment potential.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world. The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index, a float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index included 7,728 stocks of companies located in 46 countries, including both developed and emerging markets.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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