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Morningstar

Putnam Focused Equity C PGIEX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:59 PM GMT+00:00

Morningstar’s Analysis PGIEX

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

People Pillar

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

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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