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Morningstar

Putnam Sustainable Future R6 PNOTX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.77  /  −1.09 %
  • Total Assets 399.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 43%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PNOTX

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

  • People Pillar

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

Putnam Sustainable Future R6’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PNOTX

More PNOTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cintas Corp

3.30 14.1 Mil
Industrials

DexCom Inc

2.90 12.4 Mil
Healthcare

Constellation Energy Corp

2.44 10.4 Mil
Utilities

Federal Signal Corp

2.38 10.2 Mil
Industrials

CrowdStrike Holdings Inc Class A

2.38 10.2 Mil
Technology

Roper Technologies Inc

2.31 9.9 Mil
Technology

Mettler-Toledo International Inc

2.27 9.7 Mil
Healthcare

ResMed Inc

2.21 9.4 Mil
Healthcare

Chipotle Mexican Grill Inc

2.18 9.3 Mil
Consumer Cyclical

Thermo Fisher Scientific Inc

2.14 9.1 Mil
Healthcare