Morningstar

Putnam Small Cap Value Fund Class A PSLAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 18.73  /  +0.32 %
  • Total Assets 311.8M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.04%
  • Turnover 100%

USD | NAV as of Sep 05, 2026 | 1-Day Return as of Sep 05, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PSLAX

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

  • People Pillar

    The People Pillar is our evaluation of the PSLAX 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 PSLAX’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 A 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 PSLAX

More PSLAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ibex Holdings Ltd Ord Usd 0.0001

1.46 5M
—

UMB Financial Corp

1.40 4M
Financial Services

Nicolet Bankshares Inc

1.39 4M
Financial Services

Five Star Bancorp

1.39 4M
Financial Services

LifeStance Health Group Inc Ordinary Shares

1.37 4M
Healthcare

RingCentral Inc Class A

1.33 4M
Technology

HNI Corp

1.22 4M
Consumer Cyclical

Gentherm Inc Class A

1.20 4M
Consumer Cyclical

Southwest Gas Holdings Inc

1.18 4M
Utilities

Holley Inc

1.17 4M
Consumer Cyclical

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