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PNOYX

Putnam Sustainable Leaders Fund Class Y Shares

Mutual fund

$150.87+1.21 (+0.81%)Close Oct 2, 2026

Adjusted price

+10.55% total return, past year

Key statistics

Net assets
$6.67B
Expense ratio
0.63%
Share classes
2
52-week range
$124.19$156.26
From all-time high
−4.64%
Max drawdown
−77.55%
Volatility
22.07%
Sharpe ratio
0.51
Beta (5Y monthly)
1.04

Total

1M
+1.2%
YTD
+7.3%
1Y
+10.6%

Per year

3Y
+18.8%
5Y
+9.0%
10Y
+15.0%
20Y
+11.2%
Since 1994
+9.3%

Fund facts

As of Jun 30, 2026
Holdings
114
Top 10 holdings
42.0%
Stocks
97.2%
Funds
2.6%

Sectors

Information Technology
36.8%
Financials
10.8%
Industrials
10.0%
Communication Services
8.9%
Consumer Discretionary
8.6%
Other
22.2%

Top holdings

HoldingWeight (%)
NVDANVIDIA Corporation7.1
AAPLApple Inc.7.0
GOOGLAlphabet Inc.5.5
MSFTMicrosoft Corporation4.4
AMZNAmazon.com, Inc.4.1
LRCXLam Research Corporation3.1
AMDAdvanced Micro Devices, Inc.2.9
AVGOBroadcom Inc.2.8
Putnam Short Term Investment Fund2.6
LLYEli Lilly and Company2.6

Annual returns

1994 from Jul 19 · 2026 through Oct 2