Nasdaq - Delayed Quote USD

Putnam Sustainable Future A (PMVAX)

20.60 +0.01 (+0.05%)
At close: 8:01 PM EDT

Fund Summary

The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services adviser believes provide solutions that directly contribute to sustainable social, environmental and economic development (Solutions Companies). The adviser considers, among other factors, a company's impact on sustainable environmental, social and economic development, 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 Future A

Boston MA 02109
One Post Office Square Mail Stop A 14

Fund Overview

Category Mid-Cap Growth
Fund Family Franklin Templeton Investments
Net Assets 427.21M
YTD Return 11.56%
Yield 0.00%
Morningstar Rating
Inception Date Apr 02, 2002

Fund Operations

Last Dividend 0.01
Last Cap Gain 4.00
Holdings Turnover 43.00%
Average for Category --

Fees & Expenses

Expense PMVAX Category Average
Annual Report Expense Ratio (net) 0.81% 1.09%
Prospectus Net Expense Ratio 0.81% --
Prospectus Gross Expense Ratio 0.81% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Ms. Collins is Head of Sustainable Investing. She is responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental, social, and governance (ESG) principles. Ms. Collins collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level, and the potential for alpha generation and risk mitigation at a portfolio level.

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. MORNING_STAR_STYLE_BOX

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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