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Morningstar

Putnam Global Technology C PGTDX

Morningstar Analyst Rating
Quantitative rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 37.02  /  1.57 %
  • Total Assets 672.5 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.830%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.74%
  • Turnover 57%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s Analysis PGTDX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Putnam Global Technology C to a Morningstar Quantitative Rating of Neutral. 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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