PSLGX Mutual Fund

PSLGX Mutual Fund

NAV$149.01
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Fund Essentials - as of Mar 31, 2026

Net Assets
$67M
Expense Ratio
0.55%
Dividend Yield (Current)
9.30%
Holdings
104
Inception Date
May 22, 2018
Fund Family
Putnam Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+3.94%
1 Year+12.58%
3 Year+14.19%
5 Year+7.36%

Asset Allocation

Stocks: 99.21%
Bonds: 0.23%
Other: 0.55%
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Top Holdings

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TickerNameWeight
AAPLApple, Inc8.44%
NVDANvidia Corp.8.40%
GOOGLAlphabet Inc.Class A6.09%
AMZNAmazon.Com Inc5.18%
MSFTMicrosoft Corp 4.100 Feb 06 374.83%
Top 10 Concentration: 46.27%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
9.30%
Frequency
Annually
Latest Distribution
$14.91
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PSLGX Mutual Fund Overview

PSLGX Mutual Fund (Putnam Sustainable Leaders Fund Class R6) is managed by Putnam Investments with $67.4M in net assets. PSLGX expense ratio is 0.55%, holding 104 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2018-05-22.

PSLGX performance shows a YTD return of 3.94%. The 1-year return is 12.58% and the 5-year return is 7.36%. PSLGX dividend yield stands at 9.30%, paid annually.

PSLGX top holdings include Apple, Inc (8.4%), Nvidia Corp. (8.4%), Alphabet Inc.Class A (6.1%), Amazon.Com Inc (5.2%), Microsoft Corp 4.100 Feb 06 37 (4.8%). Go to all PSLGX holdings, PSLGX sectors, or PSLGX dividends.

PSLGX can be compared against other funds. Use PSLGX overlap to find shared positions, or PSLGX vs another fund for a side-by-side view. PSLGX alternatives are available via the screener, along with tax-loss harvesting opportunities.