Skip to Content
Morningstar

Putnam Focused International Equity R PGLRX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 13.26  /  0.23 %
  • Total Assets 748.5 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.21%
  • Turnover 32%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis PGLRX

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

People Pillar

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

Weakness in Putnam Focused International Equity R's People and Process Pillar ratings limits this strategy 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PGLRX

More PGLRX Holdings
  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

7.31
57,432,841
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

6.63
52,123,012
Technology

Ryanair Holdings PLC ADR

5.64
44,305,586
Industrials

Constellation Software Inc

5.47
43,010,736
Technology

CompuGroup Medical SE & Co KgaA Registered Shares

4.22
33,200,446
Healthcare

ITOCHU Corp

4.13
32,454,899
Industrials

Berkeley Group Holdings (The) PLC

3.82
30,034,539
Consumer Cyclical

Unilever PLC

3.78
29,709,922
Consumer Defensive

HDFC Bank Ltd

3.71
29,154,876
Financial Services

Sony Group Corp

3.63
28,568,698
Technology