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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.64% 0.10% 238.08M 34186.30
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.00% 65.00% 276267.1 Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services Putnam Management believes provide solutions that directly contribute to sustainable social, environmental and economic development (Solutions Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management’s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Katherine Collins 2.85 yrs
Stephanie Dobson 2.85 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
--
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-33.60%
29.98%
6.12%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
15.92%
-11.75%
28.39%
61.98%
-4.06%
-7.00%
9.51%
13.19%
25.74%
-6.44%
26.66%
34.90%
21.17%
-24.06%
19.07%
4.95%
44.58%
-14.35%
60.57%
38.04%
22.72%
-40.89%
16.34%
0.83%
19.00%
-6.03%
34.87%
45.63%
12.58%
-28.31%
20.47%
-1.54%
As of April 25, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 3.47% Upgrade Upgrade
Stock 96.53% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services Putnam Management believes provide solutions that directly contribute to sustainable social, environmental and economic development (Solutions Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management’s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Global Category Name US Equity Mid Cap
YCharts Categorization US Mid Cap
YCharts Benchmark Russell Midcap Total Return (^RMCTR)
Prospectus Objective Growth and Income
Fund Owner Firm Name Franklin Templeton Investments
Prospectus Benchmark Index
N/A 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Katherine Collins 2.85 yrs
Stephanie Dobson 2.85 yrs

Top Portfolio Holders

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