Mutual Funds - Profile

Putnam Sustainable Future Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks long-term capital appreciation by investing in companies of any size that are having a positive impact on the environment, social progress, and sustainable economic growth.

The solutions and products of these impact companies may include improving water quality, reducing carbon footprint, promoting and adopting fair labor practices and shared values with stakeholders.

The investment process reviews financial strength, earnings growth, market leadership and long-term growth outlooks of potential investments. The fund may invest in non-U.S. companies.

Price

  • Last Close
  • $28.25
    -0.41
  • 52 Week HL
  • $30.21 - $21.34
  • Net Assets
  • $649.14 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 22, 2021

Top 10 Holdings
Feb 22, 2021

Company Holding
Danaher Corporation 3.23
Adobe Inc 2.65
Thermo Fisher 2.49
Crowdstrike Holdings 2.35
Chipotle Mexican 2.27
Company Holding
Applied Materials 2.26
First Republic 2.13
Hologic 2.04
Ringcentral 2.02
Docusign 1.96
Total 23.4%

Manager

  • Name
  • Katherine Collins
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
10.1 % YTD

  • 3 Year
  • 81.91%
  • 5 Year
  • 0%
  • Best
  • 38.92%
    2020
  • Worst
  • 10.09%
    2021

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PNOTX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.4% -15.7% 17.6% - - - - - - - -
Q2 10.2% 33.3% 3.7% 0.3% - - - - - - -
Q3 5.3% 16.4% -3.6% 6.3% - - - - - - -
Q4 0.7% 6.2% 5.9% -14.9% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1% 2.2% -0.8% 4.5% -1.8% 7.3% 1.9% 2.1% 1.3% -7.3% - -
2020 1.3% -4% -13.3% 14.6% 9.7% 6% 8.9% 6.1% 0.7% -1.3% 12% -3.9%

Annual Return

Index Comparison

Alpha

NAV