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Putnam Small Cap Value A PSLAX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 15.16  /  0.00
  • Total Assets 258.6 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.52%
  • Turnover 83%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PSLAX

Will PSLAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Putnam Small Cap Value A earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings PSLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OFG Bancorp

1.78 4.8 Mil
Financial Services

Newpark Resources Inc

1.76 4.8 Mil
Energy

Ribbon Communications Inc

1.44 3.9 Mil
Communication Services

First Foundation Inc

1.44 3.9 Mil
Financial Services

Benchmark Electronics Inc

1.42 3.8 Mil
Technology

Brookdale Senior Living Inc

1.39 3.7 Mil
Healthcare

The Bancorp Inc

1.38 3.7 Mil
Financial Services

Diamond Offshore Drilling Inc

1.36 3.7 Mil
Energy

Axos Financial Inc

1.29 3.5 Mil
Financial Services

SMART Global Holdings Inc

1.28 3.4 Mil
Technology