Morningstar

Putnam Global Technology Fund Class R PGTRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $92.61  /  +0.60 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 1.290%
  • Net Expense Ratio 1.290%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 66%
NAV and 1-Day Return as of

Morningstar’s Analysis PGTRX

Will PGTRX outperform in the 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 PGTRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Global Technology R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings PGTRX

More PGTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

16.30 331M
Technology

Apple Inc

12.66 257M
Technology

Microsoft Corp

10.58 215M
Technology

Samsung Electronics Co Ltd Pfd Registered Shs Non-Voting

6.22 126M
Technology

Taiwan Semiconductor Manufacturing Co Ltd

6.18 125M
Technology

ASML Holding NV

3.93 80M
Technology

Marvell Technology Inc

3.90 79M
Technology

Advanced Micro Devices Inc

3.53 72M
Technology

Cisco Systems Inc

3.07 62M
Technology

Snowflake Inc Ordinary Shares

2.37 48M
Technology

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