Morningstar

Putnam International Equity Fund Class R PIERX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $32.57  /  +0.37 %
  • Fund Size $1.0B
  • Adjusted Expense Ratio 1.440%
  • Net Expense Ratio 1.450%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.01%
  • Turnover Ratio 75%
NAV and 1-Day Return as of

Morningstar’s Analysis PIERX

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

  • People Pillar

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

Charting a promising course.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Increased confidence in Putnam International Equity’s dynamic and disciplined approach merits a Process Pillar upgrade to Above Average from Average, while its People rating remains Average.

by Indira Fisher
Rated on Published on

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Portfolio Holdings PIERX

More PIERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mitsubishi UFJ Financial Group Inc

3.68 38M
Financial Services

ASML Holding NV

3.36 35M
Technology

Sumitomo Mitsui Financial Group Inc

3.16 33M
Financial Services

Roche Holding AG

3.01 31M
—

Banco Santander SA

2.78 29M
Financial Services

Safran SA

2.78 29M
Industrials

Hitachi Ltd

2.77 29M
Industrials

Iberdrola SA

2.61 27M
Utilities

BHP Group Ltd

2.56 27M
Basic Materials

British American Tobacco PLC

2.48 26M
Consumer Defensive

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