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Morningstar

Putnam Global Health Care C PCHSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 37.73  /  +0.56 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.820%
  • Expense Ratio 1.820%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 41%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PCHSX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Putnam Global Health Care C to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCHSX

More PCHSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

8.86 158.6 Mil
Healthcare

UnitedHealth Group Inc

8.46 151.5 Mil
Healthcare

AbbVie Inc

7.08 126.8 Mil
Healthcare

Intuitive Surgical Inc

6.72 120.3 Mil
Healthcare

AstraZeneca PLC

6.43 115.2 Mil
Healthcare

Novo Nordisk A/S Class B

5.66 101.3 Mil
Healthcare

Boston Scientific Corp

4.92 88.1 Mil
Healthcare

Innoviva Inc

4.86 87.1 Mil
Healthcare

Net Cash

4.37 78.3 Mil
Cash and Equivalents

Thermo Fisher Scientific Inc

4.29 76.8 Mil
Healthcare