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Putnam Sustainable Leaders B PNOBX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 73.37  /  +0.63 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Average
  • Share Class Type
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Closed
  • TTM Yield
  • Turnover 25%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:19 PM GMT+0

Morningstar’s Analysis PNOBX

Will PNOBX outperform in future?

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

Strength in Putnam Sustainable Leaders 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 PNOBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.08 522.6 Mil
Technology

Apple Inc

7.72 444.2 Mil
Technology

Amazon.com Inc

4.45 255.9 Mil
Consumer Cyclical

NVIDIA Corp

4.15 238.7 Mil
Technology

UnitedHealth Group Inc

2.66 152.9 Mil
Healthcare

Hilton Worldwide Holdings Inc

2.51 144.5 Mil
Consumer Cyclical

Salesforce Inc

2.48 142.9 Mil
Technology

Ingersoll Rand Inc

2.48 142.7 Mil
Industrials

Walmart Inc

2.47 141.9 Mil
Consumer Defensive

Visa Inc Class A

2.36 135.5 Mil
Financial Services