Skip to Content
Morningstar

Putnam Small Cap Growth Y PSYGX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Franklin Templeton Investment Hub

Morningstar’s Analysis PSYGX

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

  • People Pillar

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

A lowering of People Pillar rating is the primary driver of Putnam Small Cap Growth Y's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor