Morningstar

Putnam Sustainable Future Fund Class Y PMVYX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
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  • Adj. Expense Ratio
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Morningstar’s Analysis PMVYX

Will PMVYX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Sustainable Future Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PMVYX

More PMVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

6.04 20M
Industrials

Buy U S Dollar - Sell Euro

3.95 13M
Derivative

Quanta Services Inc

3.68 12M
Industrials

Datadog Inc Class A

3.64 12M
Technology

Royal Caribbean Group

2.90 10M
Consumer Cyclical

Hilton Worldwide Holdings Inc

2.49 8M
Consumer Cyclical

DexCom Inc

2.35 8M
Healthcare

Vistra Corp

2.32 8M
Utilities

Buy U S Dollar - Sell British Pounds

2.20 7M
Derivative

Viking Holdings Ltd

2.19 7M
Consumer Cyclical

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