Morningstar

FTGF Putnam US Research Fund P2 GBP Accumulating

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return £146.16  /  −1.80 %
  • Fund Size £4.2B
  • Adjusted Expense Ratio —
  • Net Expense Ratio 0.310%
  • Fee Level: Distribution —
  • Share Class Type —
  • Morningstar Category US Large-Cap Blend Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment £5M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio −5%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will FTGF Putnam US Research Fund P2 GBP Accumulating outperform in the 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 FTGF Putnam US Research Fund P2 GBP Accumulating’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FTGF Putnam US Research Fund P2 GBP Accumulating 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 FTGF Putnam US Research Fund P2 GBP Accumulating’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

FTGF Putnam US Research P2 GBP Acc holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
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