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Morningstar

Putnam Sustainable Future R PMVRX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 19.10  /  −0.26 %
  • Total Assets 399.7 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PMVRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Strength in Putnam Sustainable Future R'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PMVRX

More PMVRX Holdings
  • 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