Nasdaq - Delayed Quote
USD
Putnam Sustainable Leaders A (PNOPX)
128.66
-0.37
(-0.29%)
At close: 5:40:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.68% |
|---|---|
| 5y Average Return | 7.07% |
| Number of Years Up | 27 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 36.28% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 36.28% |
| Worst 3Y Total Return | 6.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PNOPX
Category
- YTD
- 6.00%
- 0.00%
- 1-Month
- -0.08%
- 0.00%
- 3-Month
- 1.79%
- 0.00%
- 1-Year
- 10.22%
- 0.00%
- 3-Year
- 18.08%
- 0.00%
- 5-Year
- 8.71%
- 0.00%
- 10-Year
- 14.60%
- 0.00%
- Last Bull Market
- 16.97%
- 0.00%
- Last Bear Market
- -17.68%
- 0.00%
Annual Total Return (%) History
Year
PNOPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-9.32% | 14.84% | 1.79% | -- |
|
2025
|
-7.82% | 9.31% | 5.82% | 3.99% |
|
2024
|
13.85% | 4.83% | 4.38% | -1.27% |
|
2023
|
6.37% | 8.23% | -3.71% | 13.90% |
|
2022
|
-9.51% | -17.68% | -2.07% | 5.85% |
|
2021
|
5.47% | 8.19% | 0.23% | 7.75% |
|
2020
|
-15.83% | 23.74% | 11.13% | 11.03% |
|
2019
|
17.20% | 6.53% | -0.43% | 9.26% |
|
2018
|
3.25% | 3.79% | 7.29% | -13.81% |
|
2017
|
9.62% | 4.99% | 5.75% | 6.03% |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 76 |
|---|---|
| 3-Month | 47 |
| 1-Year | 50 |
| 3-Year | 86 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 3.89% |
| 3-Year | 15.78% |
|---|---|
| 5-Year | 7.43% |
| 10-Year | 13.92% |
Performance & Risk
| YTD Return | 5.68% |
| 5y Average Return | 7.07% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Franklin Templeton, Inc |
| Net Assets | 6.62B |
| YTD Return | 6.00% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 21, 2003 |
Fund Summary
The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a company's sustainable business practices, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
