Putnam Sustainable Future Fund Class Y (PMVYX)

Fund Assets	374.61M
Expense Ratio	0.80%
Min. Investment	$500
Turnover	43.00%
Dividend (ttm)	2.50
Dividend Yield	11.87%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2024

Previous Close	20.75
YTD Return	3.34%
1-Year Return	6.86%
5-Year Return	44.55%
52-Week Low	16.10
52-Week High	24.65
Beta (5Y)	n/a
Holdings	113
Inception Date	Apr 2, 2002

About PMVYX

Putnam Sustainable Future Fund Class Y is an equity mutual fund that seeks long-term capital appreciation by investing primarily in the common stocks of U.S. companies of any size whose products and services address key sustainability challenges. The fund specifically targets businesses that provide innovative solutions in areas such as environmental stewardship, resource efficiency, and social responsibility, aligning its holdings with broader sustainability and ESG principles. Positioned within the mid-cap growth category, it diversifies across multiple industries and sectors, focusing on companies poised for growth that are also advancing sustainable practices. Putnam Sustainable Future Fund Class Y aims to offer investors exposure to firms driving positive change, while maintaining a core objective of capital growth. Launched in 2002, the fund is managed with a disciplined approach and evaluates companies based on both financial and sustainability criteria. With an annual dividend distribution and a history rooted in responsible investing, this fund occupies a notable role among mutual funds designed to combine growth potential with impact-focused investment strategies.

• Fund Family: Franklin Templeton Investments
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: PMVYX
• Share Class: Class Y Shares
• Index: Russell MidCap Growth TR

Performance

PMVYX had a total return of 6.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.47%.

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
PMVAX	Class A Shares	1.05%
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	$0.528	Dec 9, 2019
Dec 6, 2018	$4.517	Dec 10, 2018
Dec 6, 2017	$0.893	Dec 8, 2017