Description: The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Management?s sustainability criteria. In applying these criteria, Putnam Management will assign each company a proprietary environmental, social and/or corporate governance (ESG) rating ranging from 1 to 4.
Exchange: NYSE ARCA
Country: US : United States of America
Currency: US Dollar ($)
Category: Mid-Cap Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 91.63 | 0.00 | 91.63 |
| Stock non-US | 5.61 | 0.00 | 5.61 |
| Cash | 2.76 | 0.00 | 2.76 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 26.12 | 26.42 |
| Healthcare | 20.15 | 16.61 |
| Industrials | 16.66 | 17.96 |
| Consumer Cyclicals | 10.18 | 12.93 |
| Financial Services | 9.00 | 11.61 |
| Consumer Defensive | 5.53 | 2.26 |
| Utilities | 5.16 | 1.00 |
| Real Estate | 3.82 | 2.67 |
| Basic Materials | 1.79 | 1.97 |
| Communication Services | 1.59 | 3.73 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 95.25 | 96.99 |
| Europe Developed | 2.55 | 1.51 |
| Asia Developed | 1.27 | 0.04 |
| United Kingdom | 0.92 | 0.37 |
| Japan | 0.00 | 0.05 |
| Asia Emerging | 0.00 | 0.16 |
| Latin America | 0.00 | 0.49 |
| Africa/Middle East | 0.00 | 0.39 |