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Morningstar

Putnam International Equity A POVSX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 23.35  /  0.17 %
  • Total Assets 687.8 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 64%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis POVSX

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

People Pillar

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

Still work to do to stand out.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Putnam International Equity’s change in lead manager has been to its benefit, but not sufficiently to elevate its Morningstar Analyst Rating of Neutral for all share classes.

by Chris Tate
Rated on Published on

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Portfolio Holdings POVSX

More POVSX Holdings
  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 5
  • Other Holdings 57
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

3.43
25,078,871
Cash and Equivalents

LVMH Moet Hennessy Louis Vuitton SE

3.15
22,990,808
Consumer Cyclical

Sanofi SA

3.13
22,863,742
Healthcare

Mitsubishi UFJ Financial Group Inc

2.96
21,634,036
Financial Services

AstraZeneca PLC

2.92
21,313,648
Healthcare

Nestle SA

2.63
19,212,800
Consumer Defensive

CRH PLC

2.63
19,182,431
Basic Materials

Coca-Cola Europacific Partners PLC

2.59
18,890,876
Consumer Defensive

London Stock Exchange Group PLC

2.47
18,060,591
Financial Services

ITOCHU Corp

2.41
17,633,258
Industrials