About PSCRX
Putnam Small Cap Value Fund Class R is a mutual fund designed to seek capital appreciation by investing primarily in common stocks of small U.S. companies that are considered undervalued relative to their peers. Targeting the small-value segment, the fund emphasizes companies with lower market capitalizations, typically found in the bottom 10% of the U.S. equity market by size. The portfolio manager applies a value-oriented strategy, favoring firms with low price ratios, high dividend yields, and slower growth profiles based on earnings, sales, book value, and cash flow. This approach aims to uncover opportunities within sectors where small-cap businesses may be overlooked by larger market participants. The fund plays a significant role for investors seeking exposure to potential growth and diversification inherent in smaller, value-driven companies, which can behave differently across economic cycles compared to large-cap or growth-focused assets. Performance is typically benchmarked against the Russell 2000 and category averages, reflecting its focus on small U.S. value equities.
Fund Family Franklin Templeton, Inc
Category Small Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PSCRX
Index Russell 2000 Value TR
PSCRX had a total return of 16.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.87%.
