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Morningstar

Putnam Small Cap Growth Y PSYGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 68.01  /  −0.80 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 48%

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

Morningstar’s Analysis PSYGX

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

  • People Pillar

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

A lowering of People Pillar rating is the primary driver of Putnam Small Cap Growth Y's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSYGX

More PSYGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.50 63.2 Mil
Technology

Net Cash

3.02 54.5 Mil
Cash and Equivalents

Comfort Systems USA Inc

2.68 48.4 Mil
Industrials

Medpace Holdings Inc

2.24 40.4 Mil
Healthcare

Kinsale Capital Group Inc

2.19 39.6 Mil
Financial Services

EMCOR Group Inc

2.09 37.8 Mil
Industrials

Installed Building Products Inc

2.09 37.7 Mil
Consumer Cyclical

Eagle Materials Inc

1.94 34.9 Mil
Basic Materials

Nova Ltd

1.77 32.0 Mil
Technology

Encompass Health Corp

1.74 31.3 Mil
Healthcare