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Putnam Sustainable Leaders Y (PNOYX)

148.91 -2.27 (-1.50%)
At close: October 30 at 8:08:30 PM EDT

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.

Putnam Sustainable Leaders Y

Boston, MA 2109
One Post Office Square

Fund Overview

Category --
Fund Family Franklin Templeton, Inc
Net Assets 6.62B
YTD Return 6.19%
Yield 0.00%
Morningstar Rating
Inception Date Jan 21, 2003

Fund Operations

Last Dividend 0.93
Last Cap Gain 38.00
Holdings Turnover 50.00%
Average for Category --

Fees & Expenses

Expense PNOYX Category Average
Annual Report Expense Ratio (net)
0.63% --
Prospectus Net Expense Ratio
0.63% --
Prospectus Gross Expense Ratio
0.63% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Rob joined Polen Capital in 2018. He is lead portfolio manager of the firm's International Small Company Growth strategy. Prior to joining Polen Capital, he worked for ten years at Loomis, Sayles & Company with six of those years dedicated to the Global Opportunities Growth Fund as a Senior Equity Analyst and four years as an Equity Analyst in central research. Before business school, Rob worked at Bear Stearns and Lehman Brothers on the institutional trading desks. He received his B.A. and M.B.A. from the University of Virginia. Rob is a member of the Boston EconomicClub.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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