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Putnam Sustainable Leaders Fund Class A: (MF: PNOPX)
(NA) As of Sep 18, 2024 08:00 PM ET
$131.49 USD
-0.51 (-0.39%)
Zacks MF Rank 2-Buy 2
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.86 | 32 |
| 3 months | 5.87 | 46 |
| 6 months | 9.72 | 31 |
| 1 Year | 31.43 | 30 |
| 3 Year | 6.50 | 23 |
| 5 Year | 15.64 | 31 |
| 10 Year | 13.75 | 31 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.04 |
| Bear Market (10/07 - 2/09) | -48.06 |
| Bull Market (2/09 - 10/17) | 959.56 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 23.78 |
| 5 Year | 13.65 |
| 10 Year | 13.12 |
| Since Inception | 12.09 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.85 | 4.83 | NA | NA |
| 2023 | 6.36 | 8.22 | -3.71 | 13.89 |
| 2022 | -9.51 | -17.68 | -2.07 | 5.84 |
| 2021 | 5.47 | 8.19 | 0.23 | 7.75 |
| 2020 | -15.84 | 23.74 | 11.13 | 11.02 |
| 2019 | 17.19 | 6.53 | -0.43 | 9.27 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.86 | 26.25 | -22.78 | 23.25 | 28.49 | 35.84 | -0.89 | 29.05 | 7.64 | -0.39 | 13.34 |
| % Total Return Rel to Index | 2.31 | 0.01 | -4.58 | -5.43 | 10.08 | 4.35 | 3.49 | 7.25 | -4.29 | -1.78 | -0.30 |
| % Total Return Rel to Peer | 6.90 | 0.12 | 2.07 | 8.41 | 2.70 | 10.63 | 3.51 | 9.81 | 4.14 | -0.57 | 7.68 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.19 | 0.00 | 0.59 | 0.33 | 0.31 | 0.04 | 0.45 | 0.00 | 0.38 | 0.23 |
| % Yield | 0.00 | 0.16 | 0.00 | 0.41 | 0.26 | 0.29 | 0.04 | 0.45 | 0.00 | 0.48 | 0.26 |
| Capital Gains ($) | 0.00 | 3.02 | 7.40 | 13.88 | 8.00 | 6.41 | 15.03 | 3.94 | 0.00 | 8.17 | 9.62 |
| Expense Ratio | 0.00 | 0.43 | 0.99 | 1.05 | 1.03 | 1.04 | 0.99 | 1.01 | 1.03 | 1.04 | 1.04 |
* 1 = Top 20%, 5 = Bottom 20%