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Putnam Sustainable Future B PMVBX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 17.00  /  +0.47 %
  • Total Assets 414.4 Mil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Closed
  • TTM Yield
  • Turnover 43%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis PMVBX

Will PMVBX outperform in future?

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

Strength in Putnam Sustainable Future B's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

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Portfolio Holdings PMVBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cintas Corp

3.24 13.0 Mil
Industrials

DexCom Inc

2.88 11.5 Mil
Healthcare

Federal Signal Corp

2.47 9.9 Mil
Industrials

Net Cash

2.41 9.6 Mil
Cash and Equivalents

Adobe Inc

2.39 9.5 Mil
Technology

Roper Technologies Inc

2.37 9.5 Mil
Technology

IDEXX Laboratories Inc

2.25 9.0 Mil
Healthcare

Sprouts Farmers Market Inc

2.22 8.9 Mil
Consumer Defensive

Mastercard Inc Class A

2.13 8.5 Mil
Financial Services

Fair Isaac Corp

2.13 8.5 Mil
Technology