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Morningstar

Putnam Emerging Markets Equity R6 PEMQX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.26  /  +0.91 %
  • Total Assets 365.4 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.12%
  • Turnover 63%

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

Morningstar’s Analysis PEMQX

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

  • People Pillar

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

Putnam Emerging Markets Equity R6's recent fee cut is n't enough to counter the impact of its decreased People Pillar rating, resulting in a downgrade to this strategy's Morningstar Medalist Rating to Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PEMQX

More PEMQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

12.00 45.4 Mil
Technology

Tencent Holdings Ltd

6.09 23.0 Mil
Communication Services

Samsung Electronics Co Ltd

5.57 21.1 Mil
Technology

iShares Core MSCI Emerging Markets ETF

3.97 15.0 Mil
—

ICICI Bank Ltd

3.94 14.9 Mil
Financial Services

SK Hynix Inc

3.03 11.4 Mil
Technology

Grupo Financiero Banorte SAB de CV Class O

2.94 11.1 Mil
Financial Services

Bank Of China Ltd Class H

2.34 8.8 Mil
Financial Services

Indian Hotels Co Ltd

2.31 8.7 Mil
Consumer Cyclical

Tata Consultancy Services Ltd

2.27 8.6 Mil
Technology