Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% 0.02% 467.28M 26881.93
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.52% 43.00% 316.93M 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 that Putnam Management believes exhibit a commitment to financially material sustainable business practices. 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
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%
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5%
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 18, 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
--
--
--
--
--
-22.52%
27.48%
7.80%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
5.50%
--
-3.39%
29.84%
28.44%
18.43%
-29.87%
42.83%
5.30%
--
-0.35%
33.38%
31.89%
22.91%
-31.44%
46.36%
7.76%
--
--
--
--
--
--
52.44%
8.03%
--
--
--
--
--
--
--
10.51%
As of April 18, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 2.18% Upgrade Upgrade
Stock 97.82% 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 that Putnam Management believes exhibit a commitment to financially material sustainable business practices. 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.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Growth
Category Index Russell 1000 Growth TR USD
Global Category Name US Equity Large Cap Growth
YCharts Categorization US Large Cap Growth
YCharts Benchmark Russell 1000 Growth Total Return (^RLGTR)
Prospectus Objective Growth
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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