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Putnam Focused Equity C PGIEX

Quantitative rating as of
  • NAV / 1-Day Return 22.89  /  0.93 %
  • Total Assets 569.5 Mil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.880%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.23%
  • Turnover 19%

Morningstar’s Analysis PGIEX

Will PGIEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Putnam Focused Equity C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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