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Morningstar

Putnam International Equity R6 POVEX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 26.14  /  +0.23 %
  • Total Assets 723.2 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.14%
  • Turnover 64%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:23 PM GMT+0

Morningstar’s Analysis POVEX

Will POVEX 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 POVEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POVEX 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 POVEX’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
Rated on Published on

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Portfolio Holdings POVEX

More POVEX 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
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