Morningstar

Putnam Small Cap Value Fund Class R6 PSCMX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $19.47  /  −0.21 %
  • Fund Size $288.8M
  • Adjusted Expense Ratio 0.730%
  • Net Expense Ratio 0.730%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.33%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

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 Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PSCMX

More PSCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ibex Holdings Ltd Ord Usd 0.0001

1.84 5M
—

Nicolet Bankshares Inc

1.37 4M
Financial Services

RingCentral Inc Class A

1.28 4M
Technology

Aviat Networks Inc

1.26 4M
Technology

Five Star Bancorp

1.20 3M
Financial Services

Option Care Health Inc

1.17 3M
Healthcare

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.17 3M
Healthcare

Precigen Inc

1.16 3M
Healthcare

ICF International Inc

1.14 3M
Industrials

Alliance Laundry Holdings Inc

1.14 3M
Consumer Cyclical

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