Morningstar

Putnam Sustainable Future Fund Class A PMVAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 18.96  /  −0.32 %
  • Total Assets 328.2M
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 0.990%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 59%

USD | NAV as of Aug 12, 2026 | 1-Day Return as of Aug 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PMVAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Sustainable Future A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PMVAX

More PMVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

4.57 16M
Technology

Datadog Inc Class A

3.78 13M
Technology

Vertiv Holdings Co Class A

2.42 8M
Industrials

Viking Holdings Ltd

2.38 8M
Consumer Cyclical

Comfort Systems USA Inc

2.35 8M
Industrials

GE Vernova Inc

2.34 8M
Industrials

ASML Holding NV ADR

2.31 8M
Technology

Quanta Services Inc

2.11 7M
Industrials

Marvell Technology Inc

2.03 7M
Technology

Carpenter Technology Corp

1.99 7M
Industrials

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