Morningstar

Putnam Sustainable Leaders Fund Class C PNOCX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $85.44  /  −1.49 %
  • Fund Size $6.7B
  • Adjusted Expense Ratio 1.620%
  • Net Expense Ratio 1.550%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 50%
NAV and 1-Day Return as of

Morningstar’s Analysis PNOCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Sustainable Leaders C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PNOCX

More PNOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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8.16 540M
Technology

Apple Inc

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Technology

Microsoft Corp

6.04 400M
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Alphabet Inc Class A

5.35 354M
Communication Services

Amazon.com Inc

4.27 282M
Consumer Cyclical

Advanced Micro Devices Inc

2.74 181M
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Eli Lilly and Co

2.50 166M
Healthcare

Meta Platforms Inc Class A

2.47 163M
Communication Services

Broadcom Inc

2.41 159M
Technology

Lam Research Corp

2.34 154M
Technology

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