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Putnam Sustainable Future R PMVRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.57  /  +0.10 %
  • Total Assets 426.9 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 43%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PMVRX

Will PMVRX outperform in future?

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

Putnam Sustainable Future R's Average Process Pillar and People Pillar ratings result in 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 second-costliest quintile among peers.

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Portfolio Holdings PMVRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cintas Corp

3.30 14.1 Mil
Industrials

DexCom Inc

2.90 12.4 Mil
Healthcare

Constellation Energy Corp

2.44 10.4 Mil
Utilities

Federal Signal Corp

2.38 10.2 Mil
Industrials

CrowdStrike Holdings Inc Class A

2.38 10.2 Mil
Technology

Roper Technologies Inc

2.31 9.9 Mil
Technology

Mettler-Toledo International Inc

2.27 9.7 Mil
Healthcare

ResMed Inc

2.21 9.4 Mil
Healthcare

Chipotle Mexican Grill Inc

2.18 9.3 Mil
Consumer Cyclical

Thermo Fisher Scientific Inc

2.14 9.1 Mil
Healthcare