• Putnam Sustainable Leaders Fund

Putnam

  • US
  • Multi-Cap
  • Growth
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Putnam Sustainable Leaders Fund

PNOPX

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

$137.35 ( +0.72 )

52 Week HL

$137.35 - $97.85

Net Assets

$6508.61 M

Expense Ratio

Sector Allocation

Feb 22, 2021

Top 10 Holdings

Feb 22, 2021

Company Name

  • Microsoft Corporation
  • Apple
  • Amazon.Com
  • Bank Of
  • Danaher Corp

Holding

  • 7.56
  • 6.58
  • 4.93
  • 2.79
  • 2.55

Company Name

  • Blackrock
  • Adobe
  • Aes Corp/The
  • Visa
  • Thermo Fisher
  • Total

Holding

  • 2.44
  • 2.19
  • 2.10
  • 2.05
  • 2.01
  • 35.2%

Manager

Name

Katherine Collins

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

21.9 %

3 Year

84.09%

5 Year

138.7%

Best

69.72%
1999

Worst

-38.52%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.5% -15.8% 17.2% 3.3% 9.6% -1.9% 3.3% 2.1% 9% 18% -
Q2 8.2% 23.7% 5.4% 6.2% 5% 1.3% -0.6% 5% 3.2% -8.9% -
Q3 6.8% 11.1% -1.3% 7% 5.8% 7.5% -8.6% 0.6% 8.7% 5.9% -
Q4 - 3.2% 1.7% -14% 5.8% 0.8% 6% 5.1% 11.3% 1.2% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.5% 1.8% 4.2% 5.6% -0.5% 3% 3.1% 3% 0.5% - - -
2020 1.4% -7.3% -10.5% 11.7% 5.3% 5.2% 6.4% 7.6% -2.9% -2.3% 10% -4%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
PNOPX 22%20%27%-1%29%8%-1%13%36%17%-5%
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha 2%-17%-8%2%1%2%-4%3%4%3%-6%

PNOPX Russell 3000

Chart +