Morningstar

Putnam Small Cap Value Fund Class R PSCRX

Medalist Rating as of Aug 31, 2026 See Franklin Templeton Investment Hub

Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of value companies of a size similar to those in the Russell 2000 Index over the past six months.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PYSVX	Putnam Small Cap Value Fund Class Y	Institutional	Open			Jan 3, 2001	$87.09M	0.850%	Below Average	$0	−$16.04M
PSLAX	Putnam Small Cap Value Fund Class A	Front Load	Open			Apr 12, 1999	$170.08M	1.100%	Low	$0	−$8.75M
PSLCX	Putnam Small Cap Value Fund Class C	Level Load	Open			Jul 26, 1999	$4.81M	1.850%	Below Average	$0	−$491,628.48
PSCMX	Putnam Small Cap Value Fund Class R6	Retirement, Large	Open			Nov 1, 2013	$24.22M	0.730%	Below Average	$0	$6.45M
PSCRX	Putnam Small Cap Value Fund Class R	Retirement, Medium	Open			Mar 30, 2007	$2.59M	1.350%	Below Average	$0	$783,705.94

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