The managers behind Putnam Convertible Securities are experienced, but change across its supporting research teams and a standard approach limit its appeal. The strategy's cheapest share classes earn Morningstar Analyst Ratings of Neutral, while its more expensive offerings earn Negative ratings.
Putnam Convertible Securities C PRCCX
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will PRCCX 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 PRCCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PRCCX 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 PRCCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Standard issue.
