Morningstar

Putnam Global Health Care A PHSTX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 66.35  /  −0.08 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.15%
  • Turnover 41%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 PM GMT+0

Morningstar’s Analysis PHSTX

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

  • People Pillar

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

Increased confidence in Putnam Global Health Care A's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Neutral from 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 second-highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PHSTX

More PHSTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

10.36 201.9 Mil
Healthcare

UnitedHealth Group Inc

9.45 184.2 Mil
Healthcare

AbbVie Inc

7.45 145.1 Mil
Healthcare

AstraZeneca PLC

6.65 129.6 Mil
Healthcare

Innoviva Inc

5.28 102.9 Mil
Healthcare

Novo Nordisk AS Class B

5.04 98.1 Mil
Healthcare

Intuitive Surgical Inc

5.01 97.6 Mil
Healthcare

Thermo Fisher Scientific Inc

4.38 85.4 Mil
Healthcare

Johnson & Johnson

3.71 72.3 Mil
Healthcare

Roche Holding AG

3.63 70.8 Mil
Healthcare

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