Putnam Sustainable Future Fund Class Y (PMVYX)
| Fund Assets | 339.59M |
| Expense Ratio | 0.80% |
| Min. Investment | $500 |
| Turnover | 80.00% |
| Dividend (ttm) | 2.50 |
| Dividend Yield | 11.61% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.73 |
| YTD Return | -3.20% |
| 1-Year Return | -17.05% |
| 5-Year Return | -16.99% |
| 52-Week Low | 16.10 |
| 52-Week High | 22.01 |
| Beta (5Y) | n/a |
| Holdings | 79 |
| 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.
Performance
PMVYX had a total return of -17.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.02%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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 | $0.528 | Dec 9, 2019 |
| Dec 6, 2018 | $4.517 | Dec 10, 2018 |
| Dec 6, 2017 | $0.893 | Dec 8, 2017 |