Putnam Sustainable Leaders B (PNOBX)
57.91
+0.36
(+0.63%)
USD |
Mar 30 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.74% | 5.057B | 0.00% | 32.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -346.43M | -12.48% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | PNOPX |
| 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 | Putnam |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Katherine Collins | 5.12 yrs |
| Stephanie Dobson | 4.95 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
77
-346.43M
-15.39B
Category Low
12.30B
Category High
3 Months
% Rank:
--
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Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 30, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 30, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 7.24% | 284.05 | 1.26% |
| Apple Inc | 6.13% | 162.36 | 0.99% |
| UnitedHealth Group Inc | 3.05% | 470.06 | 0.74% |
| Walmart Inc | 3.01% | 145.67 | 1.00% |
| Eli Lilly and Co | 2.55% | 340.69 | 1.44% |
| Amazon.com Inc | 2.52% | 102.00 | 1.75% |
| Amgen Inc | 2.35% | 241.50 | 0.20% |
| Bank of America Corp | 2.34% | 28.30 | -1.29% |
| Boston Scientific Corp | 2.31% | 49.60 | 1.06% |
| Visa Inc Class A | 2.21% | 222.36 | -0.42% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | PNOPX |
| 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 | Putnam |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Katherine Collins | 5.12 yrs |
| Stephanie Dobson | 4.95 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-30-23) | 0.00% |
| 30-Day SEC Yield (6-30-03) | Upgrade |
| 7-Day SEC Yield (6-30-11) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 20.52 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Fund Details
| Key Dates | |
| Inception Date | 3/1/1993 |
| Last Annual Report Date | 6/30/2022 |
| Last Prospectus Date | 10/30/2022 |
| Share Classes | |
| PNOCX | C |
| PNOPX | A |
| PNORX | Retirement |
| PNOYX | Inst |
| PSLGX | Retirement |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund |
|