PMVYX – Fund Analysis – Putnam Sustainable Future Y | Morningstar

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Will PMVYX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the PMVYX 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 PMVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Putnam Sustainable Future Y's recent fee hike and decreased People Pillar rating result in a downgrade of this strategy's Morningstar Medalist Rating to Neutral from Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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