Putnam Sustainable Future Fund Class C (PMPCX)

Fund Assets	339.59M
Expense Ratio	1.80%
Min. Investment	$500
Turnover	80.00%
Dividend (ttm)	2.50
Dividend Yield	15.17%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	12.99
YTD Return	-3.33%
1-Year Return	-21.30%
5-Year Return	-24.34%
52-Week Low	12.54
52-Week High	16.88
Beta (5Y)	n/a
Holdings	79
Inception Date	Jan 16, 2001

About PMPCX

Putnam Sustainable Future Fund Class C is a mutual fund designed to achieve long-term capital appreciation by investing primarily in common stocks of U.S. companies across all market capitalizations. The fund specifically targets companies whose products and services are believed to offer solutions to crucial environmental, social, or sustainability challenges. This sustainable investing approach means the fund emphasizes firms contributing to a more sustainable future, such as those addressing climate change, resource efficiency, or social well-being. By focusing on these types of businesses, the fund plays a role in channeling capital toward sectors and industries at the intersection of financial performance and positive societal impact. The fund’s strategy reflects a growing trend within the financial markets toward responsible investment, responding to increasing demand from investors seeking to align their portfolios with sustainability objectives.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PMPCX
• Share Class: Class C Shares
• Index: Russell MidCap Growth TR

Performance

PMPCX had a total return of -21.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.85%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FDEGX	Fidelity	Fidelity Growth Strategies Fund	0.69%
FSKGX	Fidelity	Fidelity Growth Strategies K6 Fund	0.46%
FAGKX	Fidelity	Fidelity Growth Strategies K	0.62%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PMVYX	Class Y Shares	0.80%
PMVAX	Class A Shares	1.05%
PMVRX	Class R Shares	1.30%
PMVBX	Class B Shares	1.80%

Top 10 Holdings

22.94% of assets

Name	Symbol	Weight
Vertiv Holdings Co	VRT	2.93%
Hilton Worldwide Holdings Inc.	HLT	2.84%
Quanta Services, Inc.	PWR	2.53%
Datadog, Inc.	DDOG	2.44%
Vistra Corp.	VST	2.20%
IDEXX Laboratories, Inc.	IDXX	2.12%
Alnylam Pharmaceuticals, Inc.	ALNY	2.04%
Viking Holdings Ltd	VIK	2.01%
DexCom, Inc.	DXCM	2.00%
TPG Inc.	TPG	1.81%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2024	$2.501	Dec 9, 2024
Dec 6, 2021	$3.723	Dec 8, 2021
Dec 4, 2020	$2.524	Dec 8, 2020
Dec 5, 2019	$0.477	Dec 9, 2019
Dec 6, 2018	$4.275	Dec 10, 2018
Dec 6, 2017	$0.893	Dec 8, 2017