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Morningstar

Putnam Small Cap Growth A PNSAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 72.82  /  +1.95 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PNSAX

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

  • People Pillar

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

Strength in Putnam Small Cap Growth A's Process Pillar is partially offset by an Average People 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PNSAX

More PNSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.62 52.9 Mil
Technology

Nova Ltd

2.16 43.6 Mil
Technology

Comfort Systems USA Inc

2.16 43.5 Mil
Industrials

Medpace Holdings Inc

2.09 42.1 Mil
Healthcare

Vertex Inc Class A

2.04 41.2 Mil
Technology

The Descartes Systems Group Inc

2.00 40.4 Mil
Technology

Encompass Health Corp

2.00 40.4 Mil
Healthcare

Murphy USA Inc

1.95 39.3 Mil
Consumer Cyclical

Parsons Corp

1.89 38.2 Mil
Technology

Camtek Ltd

1.85 37.3 Mil
Technology