Morningstar

Putnam Global Health Care Fund Class Y PHSYX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $74.10  /  +0.34 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.36%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis PHSYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Global Health Care Y 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PHSYX

More PHSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

12.63 195M
Healthcare

Johnson & Johnson

9.44 145M
Healthcare

AbbVie Inc

6.74 104M
Healthcare

UnitedHealth Group Inc

6.03 93M
Healthcare

Merck & Co Inc

5.75 89M
Healthcare

Novartis AG Registered Shares

4.91 76M
Healthcare

Thermo Fisher Scientific Inc

4.05 62M
Healthcare

AstraZeneca PLC

3.84 59M
Healthcare

Intuitive Surgical Inc

3.39 52M
Healthcare

Vertex Pharmaceuticals Inc

3.06 47M
Healthcare

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