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Morningstar

Putnam Sustainable Leaders C PNOCX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 85.44  /  −1.31 %
  • Total Assets 6.2 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 25%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:32 PM GMT+0

Morningstar’s Analysis PNOCX

Will PNOCX 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 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.

Strength in Putnam Sustainable Leaders C'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.

by Morningstar Manager Research
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Portfolio Holdings PNOCX

More PNOCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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