Adding a dedicated comanager is a positive step for Putnam Growth Opportunities, but it still has open questions. For this reason the strategy retains its Morningstar Analyst Rating of Neutral.
Will PGORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGORX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PGORX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PGORX’s parent organization’s priorities and whether they’re in line with investors’ interests.