Putnam Sustainable Future Fund Class A (PMVAX)

Fund Assets	374.61M
Expense Ratio	1.05%
Min. Investment	$500
Turnover	43.00%
Dividend (ttm)	2.50
Dividend Yield	11.62%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2024

Previous Close	20.29
YTD Return	3.21%
1-Year Return	6.59%
5-Year Return	42.80%
52-Week Low	15.75
52-Week High	24.19
Beta (5Y)	n/a
Holdings	113
Inception Date	Nov 1, 1999

About PMVAX

Putnam Sustainable Future Fund Class A is a mutual fund that primarily aims for long-term capital appreciation by investing in the common stocks of U.S. companies across all market capitalizations. The fund focuses on businesses whose products and services are designed to address key sustainability challenges, directly contributing to positive social, environmental, and economic outcomes. Its portfolio spans various sectors but emphasizes innovative companies providing solutions in technology, industrials, and financial services, among others. The fund is classified within the mid-cap growth category and maintains a diversified approach, typically holding around 90 issuers with a moderate turnover rate. Investors interested in aligning their financial goals with sustainability objectives often look to funds like this to target growth opportunities while considering environmental, social, and governance (ESG) factors as integral to their strategy.

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

Performance

PMVAX had a total return of 6.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.50%.

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	0.76%
FSKGX	Fidelity	Fidelity Growth Strategies K6 Fund	0.45%
FAGKX	Fidelity	Fidelity Growth Strategies Fund - Class K	0.68%

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%
PMVRX	Class R Shares	1.30%
PMPCX	Class C Shares	1.80%
PMVBX	Class B Shares	1.80%

Top 10 Holdings

21.55% of assets

Name	Symbol	Weight
AppLovin Corporation	APP	3.34%
Verisk Analytics, Inc.	VRSK	2.87%
Datadog, Inc.	DDOG	2.16%
Novozymes A/S	NSIS.B	2.08%
Net Cash	n/a	2.02%
Constellation Energy Corporation	CEG	1.88%
Quanta Services, Inc.	PWR	1.81%
ServiceNow, Inc.	NOW	1.81%
Duolingo, Inc.	DUOL	1.80%
Gartner, Inc.	IT	1.78%

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	$0.484	Dec 9, 2019
Dec 6, 2018	$4.467	Dec 10, 2018
Dec 6, 2017	$0.893	Dec 8, 2017