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Morningstar

Putnam Sustainable Leaders A PNOPX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 127.74  /  +1.12 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.15%
  • Turnover 25%

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

Morningstar’s Analysis PNOPX

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

  • People Pillar

    The People Pillar is our evaluation of the PNOPX 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 PNOPX’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 Leaders A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings PNOPX

More PNOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.95 590.9 Mil
Technology

Apple Inc

7.86 518.7 Mil
Technology

NVIDIA Corp

7.57 500.1 Mil
Technology

Amazon.com Inc

4.90 323.9 Mil
Consumer Cyclical

Walmart Inc

2.75 181.9 Mil
Consumer Defensive

Boston Scientific Corp

2.49 164.4 Mil
Healthcare

Eli Lilly and Co

2.37 156.4 Mil
Healthcare

Net Cash

1.95 129.1 Mil
Cash and Equivalents

Applied Materials Inc

1.92 126.6 Mil
Technology

Linde PLC

1.91 126.3 Mil
Basic Materials