PSLGX Mutual Fund

PSLGX Mutual Fund

NAV$152.17
See what you own twice
Check PSLGX against your other funds. Free for up to 5.
Check my overlap

Fund Essentials - as of Mar 31, 2026

Net Assets
$67M
Expense Ratio
0.55%
Dividend Yield (Current)
9.28%
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+4.14%
1 Year+14.95%
3 Year+15.12%
5 Year+8.07%

Asset Allocation

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

Top Holdings

View All →
TickerNameWeight
AAPLApple Inc8.44%
NVDANvidia Corp8.40%
GOOGL'alphabet Inc., Class 'a''6.09%
AMZNAmazon.Com Inc5.18%
MSFTMicrosoft Corp 4.100 Feb 06 374.83%
Top 10 Concentration: 46.27%Report Date: Mar 31, 2026
Download all 104 holdings for PSLGX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
9.28%
Frequency
Annually
Latest Distribution
$14.91
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how PSLGX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime
From MarketXLS, trusted since 2014.

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 4.14%. The 1-year return is 14.95% and the 5-year return is 8.07%. PSLGX dividend yield stands at 9.28%, 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.