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Morningstar

Putnam Small Cap Value B PSLBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.61  /  0.21 %
  • Total Assets 262.2 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.900%
  • Distribution Fee Level Low
  • Share Class Type —
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Closed
  • TTM Yield 0.00
  • Turnover 60%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PSLBX

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

People Pillar

The People Pillar is our evaluation of the PSLBX 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 PSLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Putnam Small Cap Value B's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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