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Morningstar

Putnam Emerging Markets Equity Y PEMYX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 11.62  /  0.69 %
  • Total Assets 358.4 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 127%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis PEMYX

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

People Pillar

The People Pillar is our evaluation of the PEMYX 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 PEMYX’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 Emerging Markets Equity Y to a Morningstar Medalist Rating of Negative.

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 PEMYX

More PEMYX Holdings
  • Current Portfolio Date
  • Equity Holdings 62
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

10.49
40,716,123
Technology

Samsung Electronics Co Ltd

5.77
22,392,155
Technology

Tencent Holdings Ltd

5.59
21,672,839
Communication Services

ICICI Bank Ltd

4.83
18,735,369
Financial Services

iShares Core MSCI Emerging Markets ETF

3.47
13,466,028
—

Grupo Financiero Banorte SAB de CV Class O

2.48
9,632,888
Financial Services

Reliance Industries Ltd

2.37
9,189,119
Energy

LVMH Moet Hennessy Louis Vuitton SE

2.28
8,841,677
Consumer Cyclical

Tata Consultancy Services Ltd Shs Dematerialised

2.11
8,178,352
Technology

BYD Co Ltd Class H

1.97
7,627,914
Consumer Cyclical