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Putnam Small Cap Value C PSLCX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 10.34  /  0.39 %
  • Total Assets 260.0 Mil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 500
  • Status Open
  • TTM Yield 0.17%
  • Turnover 72%

Morningstar’s Analysis PSLCX

Will PSLCX outperform in future?

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

Strength in Putnam Small Cap Value C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

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Portfolio Holdings PSLCX

  • Current Portfolio Date
  • Equity Holdings 108
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.36
6,592,051
Financial Services
1.82
5,074,792
Financial Services
1.63
4,564,667
Healthcare
1.56
4,372,615
Industrials
1.54
4,299,440
Financial Services
1.44
4,030,710
Communication Services
1.41
3,926,232
Energy
1.33
3,726,912
Communication Services
1.30
3,622,627
Financial Services