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Morningstar

Putnam Small Cap Growth C PNSCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 42.93  /  1.44 %
  • Total Assets 845.3 Mil
  • Adj. Expense Ratio
    1.990%
  • Expense Ratio 1.980%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 39%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis PNSCX

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

People Pillar

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

Summary

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Putnam Small Cap Growth C's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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