Morningstar

Putnam Small Cap Value Fund Class R6 PSCMX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 20.36  /  −0.88 %
  • Total Assets 313.8M
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.23%
  • Turnover 100%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PSCMX

Will PSCMX outperform in the 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 PSCMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Small Cap Value R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSCMX

More PSCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cohu Inc

1.81 6M
Technology

LifeStance Health Group Inc Ordinary Shares

1.66 5M
Healthcare

UMB Financial Corp

1.32 4M
Financial Services

Veracyte Inc

1.31 4M
Healthcare

Nicolet Bankshares Inc

1.30 4M
Financial Services

Five Star Bancorp

1.27 4M
Financial Services

Valmont Industries Inc

1.21 4M
Industrials

Ibex Holdings Ltd Ord Usd 0.0001

1.21 4M
—

MasterCraft Boat Holdings Inc

1.18 4M
Consumer Cyclical

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.18 4M
Healthcare

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