Putnam Sustainable Leaders R6 (PSLGX)
| Fund Assets | 6.55B |
| Expense Ratio | 0.53% |
| Min. Investment | $500 |
| Turnover | 22.00% |
| Dividend (ttm) | 11.74 |
| Dividend Yield | 7.84% |
| Dividend Growth | 230.89% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 5, 2024 |
| Previous Close | 148.91 |
| YTD Return | 7.47% |
| 1-Year Return | 4.60% |
| 5-Year Return | 73.98% |
| 52-Week Low | 113.65 |
| 52-Week High | 158.98 |
| Beta (5Y) | n/a |
| Holdings | 87 |
| Inception Date | May 22, 2018 |
About PSLGX
Putnam Sustainable Leaders Fund is an open-end mutual fund designed to achieve long-term capital appreciation by investing primarily in common stocks of U.S. companies, regardless of size, that demonstrate leadership in financially material sustainable business practices. The fund employs a rigorous selection process focusing on environmental, social, and governance (ESG) issues that are relevant to each sector, using proprietary frameworks informed by standards like those from the Sustainability Accounting Standards Board. Its portfolio tends to favor growth-oriented companies with robust ESG credentials. As of July 2025, the fund’s top holdings include well-established industry leaders such as Apple, Microsoft, Amazon, and NVIDIA, with a significant allocation to the information technology, consumer discretionary, and health care sectors. The fund is managed by Katherine Collins and is notable for its integration of sustainability analysis into traditional financial evaluation, aiming to identify companies whose responsible business practices are likely to drive long-term financial performance. With net assets exceeding $6 billion and a diversified portfolio, Putnam Sustainable Leaders Fund plays a significant role in the market for investors seeking exposure to sustainable growth companies.
Performance
PSLGX had a total return of 4.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.31%.
Top 10 Holdings
45.72% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 8.90% |
| Apple Inc. | AAPL | 7.52% |
| NVIDIA Corporation | NVDA | 6.65% |
| Amazon.com, Inc. | AMZN | 5.99% |
| Broadcom Inc. | AVGO | 4.50% |
| JPMorgan Chase & Co. | JPM | 2.98% |
| Alphabet Inc. | GOOGL | 2.67% |
| Eli Lilly and Company | LLY | 2.32% |
| Mastercard Incorporated | MA | 2.20% |
| Capital One Financial Corporation | COF | 1.99% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2024 | $11.740 | Dec 9, 2024 |
| Dec 6, 2023 | $3.548 | Dec 8, 2023 |
| Dec 6, 2022 | $7.409 | Dec 8, 2022 |
| Dec 6, 2021 | $14.798 | Dec 8, 2021 |
| Dec 4, 2020 | $8.600 | Dec 8, 2020 |
| Dec 5, 2019 | $7.055 | Dec 9, 2019 |