Morningstar

Putnam Small Cap Value Fund Class C PSLCX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $11.61  /  −0.26 %
  • Fund Size $288.8M
  • Adjusted Expense Ratio 1.850%
  • Net Expense Ratio 1.850%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.03%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis PSLCX

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

  • People Pillar

    The People Pillar is our evaluation of the PSLCX 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 PSLCX’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 C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PSLCX

More PSLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ibex Holdings Ltd Ord Usd 0.0001

1.84 5M
—

Nicolet Bankshares Inc

1.37 4M
Financial Services

RingCentral Inc Class A

1.28 4M
Technology

Aviat Networks Inc

1.26 4M
Technology

Five Star Bancorp

1.20 3M
Financial Services

Option Care Health Inc

1.17 3M
Healthcare

Amneal Pharmaceuticals Inc Ordinary Shares - Class A

1.17 3M
Healthcare

Precigen Inc

1.16 3M
Healthcare

ICF International Inc

1.14 3M
Industrials

Alliance Laundry Holdings Inc

1.14 3M
Consumer Cyclical

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