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Morningstar

Putnam Small Cap Value Y PYSVX

Morningstar Analyst Rating
Quantitative rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 15.15  /  1.00 %
  • Total Assets 276.9 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.50%
  • Turnover 60%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis PYSVX

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

People Pillar

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

Summary

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Putnam Small Cap Value Y's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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