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Morningstar

Putnam Small Cap Value A PSLAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.26  /  +0.46 %
  • Total Assets 254.6 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.52%
  • Turnover 72%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PSLAX

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

  • People Pillar

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

A strong management team and sound investment process underpin Putnam Small Cap Value A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSLAX

More PSLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OFG Bancorp

1.75 4.8 Mil
Financial Services

First Foundation Inc

1.70 4.7 Mil
Financial Services

Newpark Resources Inc

1.54 4.2 Mil
Energy

Brookdale Senior Living Inc

1.50 4.1 Mil
Healthcare

Net Cash

1.47 4.0 Mil
Cash and Equivalents

SMART Global Holdings Inc

1.46 4.0 Mil
Technology

HNI Corp

1.41 3.9 Mil
Industrials

Ribbon Communications Inc

1.35 3.7 Mil
Communication Services

The Bancorp Inc

1.32 3.6 Mil
Financial Services

NRG Energy Inc

1.32 3.6 Mil
Utilities