Morningstar

Putnam Small Cap Value Fund Class R PSCRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $16.92  /  −0.06 %
  • Fund Size $292.3M
  • Adjusted Expense Ratio 1.350%
  • Net Expense Ratio 1.350%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.02%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis PSCRX

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

  • People Pillar

    The People Pillar is our evaluation of the PSCRX 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 PSCRX’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 R 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
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Portfolio Holdings PSCRX

More PSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ibex Holdings Ltd Ord Usd 0.0001

1.59 5M
—

RingCentral Inc Class A

1.51 5M
Technology

LifeStance Health Group Inc Ordinary Shares

1.46 4M
Healthcare

Nicolet Bankshares Inc

1.38 4M
Financial Services

Five Star Bancorp

1.35 4M
Financial Services

UMB Financial Corp

1.29 4M
Financial Services

Webull Corp Ord Usd 0.0001

1.27 4M
—

HNI Corp

1.18 4M
Consumer Cyclical

Gentherm Inc Class A

1.16 4M
Consumer Cyclical

Alliance Laundry Holdings Inc

1.15 4M
Consumer Cyclical

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