About PNOPX
Putnam Sustainable Leaders Fund is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in common stocks of U.S. companies exhibiting leadership in sustainability practices. The fund targets firms across all market capitalizations, with a disciplined emphasis on those demonstrating a robust commitment to financially material environmental, social, and governance (ESG) factors. Its portfolio often includes prominent large-cap growth companies, notably within the technology, healthcare, consumer, and financial sectors. Key holdings have recently included industry leaders such as Apple, Microsoft, NVIDIA, and Amazon—firms recognized for their impact and influence within their respective sectors.
The investment approach integrates detailed assessments of a company’s valuation, financial strength, growth prospects, competitive industry position, and ESG-driven business practices when making buy or sell decisions. With a diverse portfolio typically spread across more than 80 holdings and a significant allocation to its top constituents, the fund aims to balance growth opportunities with responsible investment standards. Its role in the market is to offer investors exposure to companies positioned for sustainable, long-term performance, reflecting both financial rigor and a commitment to ESG principles.
Fund Family Franklin Templeton Investments
Category Large Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PNOPX
Share Class Class A Shares
Index S&P 500 TR
PNOPX had a total return of 6.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.59%.
