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Putnam Global Health Care R PHSRX

Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 51.52  /  0.19 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 41%

Morningstar’s Analysis PHSRX

Will PHSRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Putnam Global Health Care R’s management team is rated Average, but a solid investment process still helps this strategy retain its 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 second-costliest quintile among peers.

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Portfolio Holdings PHSRX

  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 32
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
9.34
141,778,228
Healthcare
7.22
109,574,520
Healthcare
5.90
89,591,674
Healthcare
5.27
80,011,698
Healthcare
5.20
78,867,646
Healthcare
5.13
77,807,598
Healthcare
5.05
76,648,725
Healthcare
4.42
66,996,328
Healthcare
4.19
63,524,335
Healthcare
4.03
61,221,600
Healthcare