Morningstar

Putnam Sustainable Future A PMVAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 22.38  /  +0.31 %
  • Total Assets 423.6 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

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

Morningstar’s Analysis PMVAX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Putnam Sustainable Future A to a Morningstar Medalist Rating of Neutral.

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

Portfolio Holdings PMVAX

More PMVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

3.10 13.1 Mil
Cash and Equivalents

Roper Technologies Inc

2.06 8.7 Mil
Technology

Thermo Fisher Scientific Inc

2.02 8.5 Mil
Healthcare

Gartner Inc

2.00 8.5 Mil
Technology

Intuitive Surgical Inc

1.99 8.4 Mil
Healthcare

Danaher Corp

1.91 8.1 Mil
Healthcare

Regeneron Pharmaceuticals Inc

1.88 7.9 Mil
Healthcare

Federal Signal Corp

1.86 7.8 Mil
Industrials

MSCI Inc

1.81 7.7 Mil
Financial Services

Sprouts Farmers Market Inc

1.80 7.6 Mil
Consumer Defensive

Sponsor Center