Putnam Sustainable Leaders Fund Class Y (PNOYX)

Fund Assets	6.50B
Expense Ratio	0.62%
Min. Investment	$500
Turnover	n/a
Dividend (ttm)	11.63
Dividend Yield	8.72%
Dividend Growth	237.61%
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2024

Previous Close	139.03
YTD Return	-1.66%
1-Year Return	8.41%
5-Year Return	114.82%
52-Week Low	128.49
52-Week High	158.21
Beta (5Y)	1.02
Holdings	87
Inception Date	Jul 19, 1994

About PNOYX

The fund mainly invests in common stocks of U.S. companies of any size, with a focus on companies that the advisor believes exhibit a commitment to financially material sustainable business practices. The advisor considers, among other factors, a company's sustainable business practices, valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

• Fund Family: Putnam Funds Class Y
• Category: Large Growth
• Performance Rating: Above Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PNOYX
• Share Class: Class Y Shares
• Index: S&P 500 TR

Performance

PNOYX had a total return of 8.41% in the past year. Since the fund's inception, the average annual return has been 9.91%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FALCX	Fidelity	Strategic Advisers Large Cap Fund	0.24%
FLCEX	Fidelity	Fidelity® Large Cap Core Enhanced Index Fund	0.39%
FEQDX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class C	1.55%
FEQZX	Fidelity	Fidelity Advisor Hedged Equity Fund - Class Z	0.50%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PNOPX	Class A Shares	0.87%
PNORX	Class R Shares	1.12%
PNOCX	Class C Shares	1.62%

Top 10 Holdings

41.76% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	8.66%
Microsoft Corporation	MSFT	7.51%
Amazon.com, Inc.	AMZN	5.94%
NVIDIA Corporation	NVDA	5.35%
Broadcom Inc.	AVGO	2.91%
Walmart Inc.	WMT	2.39%
JPMorgan Chase & Co.	JPM	2.31%
Mastercard Incorporated	MA	2.28%
Bank of America Corporation	BAC	2.22%
Tesla, Inc.	TSLA	2.20%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2024	$11.634	Dec 9, 2024
Dec 6, 2023	$3.446	Dec 8, 2023
Dec 6, 2022	$7.409	Dec 8, 2022
Dec 6, 2021	$14.910	Dec 8, 2021
Dec 4, 2020	$8.699	Dec 8, 2020
Dec 5, 2019	$6.944	Dec 9, 2019