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Morningstar

Putnam Focused International Equity C PUGCX

Morningstar Medalist Rating
Medalist Rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 11.68  /  0.85 %
  • Total Assets 738.4 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.08%
  • Turnover 32%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis PUGCX

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

People Pillar

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

Weakness in Putnam Focused International Equity C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PUGCX

More PUGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

7.31
57,432,841
Cash and Equivalents

Taiwan Semiconductor Manufacturing Co Ltd

6.63
52,123,012
Technology

Ryanair Holdings PLC ADR

5.64
44,305,586
Industrials

Constellation Software Inc

5.47
43,010,736
Technology

CompuGroup Medical SE & Co KgaA Registered Shares

4.22
33,200,446
Healthcare

ITOCHU Corp

4.13
32,454,899
Industrials

Berkeley Group Holdings (The) PLC

3.82
30,034,539
Consumer Cyclical

Unilever PLC

3.78
29,709,922
Consumer Defensive

HDFC Bank Ltd

3.71
29,154,876
Financial Services

Sony Group Corp

3.63
28,568,698
Technology