Putnam Sustainable Future Fund Class R (PMVRX)

Fund Assets	339.59M
Expense Ratio	1.30%
Min. Investment	$500
Turnover	80.00%
Dividend (ttm)	2.50
Dividend Yield	12.75%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	15.93
YTD Return	-3.26%
1-Year Return	-18.54%
5-Year Return	-20.10%
52-Week Low	14.71
52-Week High	20.06
Beta (5Y)	n/a
Holdings	79
Inception Date	Apr 1, 2003

About PMVRX

Putnam Sustainable Future Fund Class R is a mutual fund designed to pursue long-term capital appreciation with a secondary objective of current income. It primarily invests in common stocks of U.S. companies across all market capitalizations, with a particular focus on those whose products and services aim to provide solutions to major sustainability challenges. The fund selects businesses that demonstrate strong environmental, social, and governance practices, supporting the transition to a more sustainable global economy. Managed by Putnam Investments since its inception in 2003, the fund is recognized for integrating a sustainability-oriented strategy within the broader growth category. By targeting companies with innovative approaches to environmental and societal issues, Putnam Sustainable Future Fund Class R plays a notable role in the market for investors seeking both financial returns and positive impact through sustainable investment choices.

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

Performance

PMVRX had a total return of -18.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.26%.

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 Fund - Class 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%
PMPCX	Class C Shares	1.80%
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	$4.408	Dec 10, 2018
Dec 6, 2017	$0.893	Dec 8, 2017