Mutual Funds - Profile

Putnam Sustainable Leaders Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks long-term capital appreciation by investing in companies that are believed to exhibit commitment to sustainable business practices.

The investment team believes that companies with leadership in sustainable business practices also often exhibit higher profitability and durable financial returns with lower risk profiles. The investment process places emphasis on companies with demonstrated commitment to environmental, social and corporate governance policies.

The fund has the flexibility to invest in companies of any size but generally invests in large- and mega-size companies. The fund may invest in non-U.S. companies. While selecting companies, More

Price

  • Last Close
  • $143.63
    +1.2
  • 52 Week HL
  • $151.04 - $108.57
  • Net Assets
  • $6508.61 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 22, 2021

Top 10 Holdings
Feb 22, 2021

Company Holding
Microsoft Corporation 7.56
Apple 6.58
Amazon.Com 4.93
Bank Of 2.79
Danaher Corp 2.55
Company Holding
Blackrock 2.44
Adobe 2.19
Aes Corp/The 2.10
Visa 2.05
Thermo Fisher 2.01
Total 35.2%

Manager

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

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
- YTD

  • 3 Year
  • 68.94%
  • 5 Year
  • 0%
  • Best
  • 27.24%
    2019
  • Worst
  • 20.3%
    2020

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PSLGX 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 5.6% -15.8% 17.3% - - - - - - - -
Q2 8.3% 22.2% 5.6% -0.9% - - - - - - -
Q3 6.8% 10.3% -1.3% 7.1% - - - - - - -
Q4 1.2% 3.7% 2.1% -14% - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.5% 1.8% 4.2% 5.6% -0.4% 3% 3.2% 3% 0.5% -2.5% - -
2020 1.5% -7.3% -10.4% 11.7% 5.3% 3.8% 7.9% 7.7% -2.9% -2.2% 10% -3.6%

Annual Return

Index Comparison

Alpha

NAV