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Putnam Sustainable Leaders Fund Class A: (MF: PNOPX)
(NASDAQ Mutual Funds) As of Apr 25, 2025 08:00 PM ET
$110.87 USD
+0.49 (0.44%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.82 | 41 |
| 3 months | -7.82 | 41 |
| 6 months | -8.99 | 89 |
| 1 Year | -0.41 | 75 |
| 3 Year | 6.90 | 49 |
| 5 Year | 15.77 | 45 |
| 10 Year | 12.18 | 37 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 45.39 |
| % Yield | 0.50 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2025 | 5,316.28 |
| % Turnover 3/31/2025 | 22.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.05 | 1.03 | 1.01 |
| Alpha | -2.06 | -2.73 | -0.36 |
| R Squared | 0.96 | 0.95 | 0.94 |
| Std. Dev. | 18.37 | 17.93 | 16.18 |
| Sharpe | 0.23 | 0.81 | 1.00 |
Sector / Country Weightings
| As of 3/31/2025 | % of Portfolio |
|---|---|
| Technology | 40.69 |
| Retail Trade | 16.73 |
| Industrial Cyclical | 12.59 |
| Finance | 12.26 |
| Health | 6.53 |
| Non-Durable | 5.18 |
| Other | 3.61 |
| Utilities | 1.34 |
| Services | 0.63 |
| Consumer Durables | 0.44 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| APPLE INC | 9.48 | 616.69 |
| MICROSOFT CORP | 8.16 | 530.75 |
| NVIDIA CORP | 6.43 | 418.60 |
| AMAZON.COM INC | 5.65 | 367.68 |
| WALMART INC | 2.81 | 182.52 |
| BROADCOM INC | 2.65 | 172.70 |
| TESLA INC | 2.27 | 147.64 |
| MASTERCARD INC | 2.23 | 144.86 |
| BANK OF AMERICA CORP | 2.17 | 141.33 |
Stock Holding % of Net Assets
| As Of | 12/31/2024 |
| Total Issues | 58 |
| Avg. P/E | 37.92 |
| Avg. P/Book | 4.06 |
| Avg. EPS Growth | 12.37 |
| Avg. Market Value (Mil $) | 557,059 |
Composition
| % of Portfolio | |
| Stocks | 98.43 |
| Foreign Stocks | 10.39 |
| Cash | 1.51 |
| Bonds | 0.08 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | -0.01 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 27.64 |
| Large Value | 11.03 |
| Small Growth | 6.44 |
| Small Value | 2.78 |
| Foreign Stock | 2.66 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 43.62 |