About PNOYX
Putnam Sustainable Leaders Fund Class Y is a mutual fund dedicated to seeking long-term capital appreciation by investing in the common stocks of U.S. companies across all market capitalizations. Its primary purpose is to identify and invest in organizations demonstrating strong leadership in financially material sustainable business practices. The fund’s management evaluates potential investments by considering a company’s sustainability track record, financial strength, growth potential, competitive positioning, and outlook for earnings, cash flow, and dividends. This approach integrates environmental, social, and governance (ESG) factors as central criteria in portfolio selection, aligning the fund with investors who prioritize responsible business conduct in addition to financial performance. Holdings are diversified across industries, with significant allocations to leading technology firms and other large-cap growth stocks. As a result, the fund plays a notable role within the large growth mutual fund category and reflects the increasing market demand for sustainability-focused investment strategies.
Fund Family Franklin Templeton, Inc
Category Large-Cap Core
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PNOYX
Share Class Class Y Shares
Index S&P 500 TR
PNOYX had a total return of 11.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.05%.
