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Morningstar

Putnam Sustainable Future Y PMVYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 21.81  /  +0.14 %
  • Total Assets 411.0 Mil
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PMVYX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam Sustainable Future Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PMVYX

More PMVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

2.88 12.1 Mil
Technology

Cintas Corp

2.49 10.5 Mil
Industrials

Applied Materials Inc

2.43 10.3 Mil
Technology

Roper Technologies Inc

2.35 9.9 Mil
Technology

ASML Holding NV ADR

2.23 9.4 Mil
Technology

DexCom Inc

2.20 9.3 Mil
Healthcare

Fair Isaac Corp

2.15 9.1 Mil
Technology

Intuitive Surgical Inc

2.04 8.6 Mil
Healthcare

Pinterest Inc Class A

2.04 8.6 Mil
Communication Services

Casella Waste Systems Inc Class A

2.01 8.5 Mil
Industrials