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Putnam Sustainable Leaders Fund Class M (PNOMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.87+0.20 (+0.25%)
At close: 09:00PM EDT

Putnam Sustainable Leaders Fund Class M

Putnam New Opportunities Fund

One Post Office Square

Boston, MA 2109

800-225-1581
Management information
Stephanie Dobson,Lead manager since 20 March 2018
Ms. Dobson is a Portfolio Manager and an Analyst in the Equity Research group, specializing in sustainable investing. She is an assistant portfolio manager of Putnam Sustainable Future Fund and Putnam Sustainable Leaders Fund. Ms. Dobson is responsible for conducting fundamental analysis and valuation of companies, evaluating their performance across environmental, social, and governance (ESG) factors, and identifying potential risks and opportunities related to these factors. She is a partner and member of the Investment Committee at Social Venture Partners, a global philanthropic network that works to strengthen nonprofit organizations in local communities. Ms. Dobson joined Putnam in 2017 and has been in the investment industry since 2011.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyPutnam
Net assets4.66B
YTD return25.75%
Yield0.00%
Morningstar rating★★★
Inception date30 Nov 1994

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover30.00%
Average for categoryN/A

Fees and expenses

ExpensePNOMXCategory average
Annual report expense ratio (net)1.54%0.99%
Prospectus net expense ratio1.54%N/A
Prospectus gross expense ratio1.54%N/A
Max 12b1 fee0.75%N/A
Max front end sales load3.50%5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection819N/A
5-yr expense projection1,160N/A
10-yr expense projection2,120N/A