NasdaqGM - Delayed Quote USD

Putnam Sustainable Leaders Fund (0P0001DCEY)

137.42 +1.80 (+1.33%)
As of April 5 at 4:00 PM EDT. Market Open.
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DELL
  • Previous Close 135.62
  • YTD Return 13.95%
  • Expense Ratio 0.67%
  • Category Large Growth
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 6.41B
  • Beta (5Y Monthly) 1.03
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.53
  • Inception Date Jul 19, 1994

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.

Franklin Templeton Investments

Fund Family

Large Growth

Fund Category

6.41B

Net Assets

1994-07-19

Inception Date

Performance Overview: 0P0001DCEY

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Trailing returns as of 4/4/2024. Category is Large Growth.

YTD Return

0P0001DCEY
13.95%
Category
12.38%
 

1-Year Return

0P0001DCEY
35.59%
Category
41.70%
 

3-Year Return

0P0001DCEY
9.42%
Category
22.56%
 

5-Year Return

0P0001DCEY
15.70%
Category
21.98%
 

Holdings: 0P0001DCEY

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Top 10 Holdings (40.35% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.08%
AAPL
Apple Inc. 7.72%
AMZN
Amazon.com, Inc. 4.45%
NVDA
NVIDIA Corporation 4.15%
UNH
UnitedHealth Group Incorporated 2.66%
HLT
Hilton Worldwide Holdings Inc. 2.51%
CRM
Salesforce, Inc. 2.48%
IR
Ingersoll Rand Inc. 2.48%
WMT
Walmart Inc. 2.47%
V
Visa Inc. 2.36%

Sector Weightings

Sector0P0001DCEY
Technology   37.02%
Healthcare   14.79%
Industrials   6.27%
Real Estate   3.33%
Utilities   1.89%
Energy   0.00%

Recent News: 0P0001DCEY

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Research Reports: 0P0001DCEY

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