Skip to Content
Morningstar

Putnam Global Technology C PGTDX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 53.24  /  −0.52 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 57%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

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.

A strong management team and sound investment process underpin Putnam Global Technology C's Morningstar Medalist Rating of Bronze.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PGTDX

More PGTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

18.51 222.9 Mil
Technology

NVIDIA Corp

13.04 156.9 Mil
Technology

Apple Inc

10.75 129.4 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd

5.86 70.5 Mil
Technology

ASML Holding NV

4.80 57.8 Mil
Technology

Advanced Micro Devices Inc

4.26 51.3 Mil
Technology

Oracle Corp

4.19 50.5 Mil
Technology

Salesforce Inc

4.18 50.3 Mil
Technology

Seagate Technology Holdings PLC

3.25 39.2 Mil
Technology

Fair Isaac Corp

3.13 37.7 Mil
Technology