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Morningstar

Putnam International Equity R PIERX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 24.51  /  −0.08 %
  • Total Assets 710.5 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.510%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.61%
  • Turnover 64%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PIERX

Will PIERX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PIERX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PIERX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PIERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Improving.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Putnam International Equity has improved on multiple fronts, though still has more to do to separate from the average international strategy.

by Chris Tate
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Portfolio Holdings PIERX

More PIERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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3.19 23.9 Mil
Technology

CRH PLC

3.05 22.8 Mil
Basic Materials

ASML Holding NV

2.84 21.2 Mil
Technology

Vinci SA

2.69 20.1 Mil
Industrials

Canadian National Railway Co

2.66 19.9 Mil
Industrials

Compass Group PLC

2.58 19.3 Mil
Consumer Cyclical

Siemens AG

2.46 18.4 Mil
Industrials

Mitsubishi UFJ Financial Group Inc

2.45 18.3 Mil
Financial Services

BP PLC

2.45 18.3 Mil
Energy

Nintendo Co Ltd

2.35 17.5 Mil
Communication Services