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.
Link
Directors
Jul 12, 2023- Williams Murphy Jennifer
- Pillai Marie
- Sutphen Mona K
- Ahamed Liaquat
- Baumann Barbara M
- Domotorffy Katinka
- Hill Catharine Bond
- Leibler Kenneth R
- Putnam, III George
- Reynolds Robert L
- Singh Manoj P
Chief Compliance Officer
- Clark James F
Fund Manager(s)
Price
Company Name |
Holding |
| PUTNAM SHORT TERM INVESTMENT FUND | 3.48 % |
| ROPER TECHNOLOGIES INC | 2.3 % |
| CASELLA WASTE SYSTEMS INC | 2.13 % |
| IDEXX LABORATORIES INC | 2.12 % |
| GARTNER INC | 2.07 % |
| THERMO FISHER SCIENTIFIC INC | 2.04 % |
| DANAHER CORP | 1.99 % |
| FEDERAL SIGNAL CORP | 1.99 % |
| REGENERON PHARMACEUTICALS INC | 1.97 % |
| FAIR ISAAC CORP | 1.92 % |
| More |
Documents
Performance
YTD
9.8%
3 Year
-24.95%
5 Year
26.94%
Best
41.91%
2013
Worst
-42.95%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 11.6% | 8.6% | -14.9% | -12.3% | -15.8% | 17.4% | -1.9% | 3.6% | 2.4% | 4.4% |
| Q2 | -1.2% | 5.7% | -21.5% | 28.4% | 33.2% | 3.6% | 7.2% | 1% | 2.2% | -1.7% |
| Q3 | - | -4.5% | -3% | -15.7% | 5.1% | -3.7% | 6.1% | 2.8% | 3.5% | -8.1% |
| Q4 | - | 18.2% | 2% | -4.3% | 17.3% | 6.1% | -15% | 1.9% | 4.4% | 1.4% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.9% | 6.5% | 2.8% | -6.1% | - | - | - | - | - | - | - | - |
| 2023 | 7.6% | -1.7% | 2.8% | -2.5% | 2.4% | 5.9% | 3.1% | -2.3% | -5.2% | -3.6% | 12.4% | 8.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10% | 29% | -34% | -9% | 38% | 26% | -7% | 11% | 13% | -4% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| PMVAX | 10% | 29% | -34% | -9% | 38% | 26% | -7% | 11% | 13% | -4% |
| Russell 3000 | - | - | -29% | 25% | 37% | 34% | -3% | 28% | 6% | 4% |
| Alpha | 10% | 29% | -5% | -34% | 1% | -8% | -4% | -17% | 7% | -8% |