Putnam Sustainable Leaders Fund

Shareclass
Putnam Sustainable Leaders Y (PNOYX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Putnam Sustainable Leaders Fund

FUND COVERAGE
# of holdings57
% of assets99%
Score
55 / 100
Rank

67.6 percentile

Group: U.S. Large Cap Equity

Rank: #474 out of 1,462

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 0.98%
         $USD invested: $63.06M
  • 2. GSK PLC
         % of fund invested: 0.7%
         $USD invested: $44.62M
  • 3. Boston Scientific Corp
         % of fund invested: 1.7%
         $USD invested: $109.18M
  • 4. Bank of America Corp
         % of fund invested: 1.46%
         $USD invested: $93.59M
  • 5. Danone SA
         % of fund invested: 1.19%
         $USD invested: $76.42M
  • 6. Unilever PLC
         % of fund invested: 1.53%
         $USD invested: $98.1M
  • 7. Mastercard Inc Class A
         % of fund invested: 2.2%
         $USD invested: $140.61M
  • 8. Hilton Worldwide Holdings Inc
         % of fund invested: 1.66%
         $USD invested: $106.04M
  • 9. London Stock Exchange Group PLC
         % of fund invested: 0.89%
         $USD invested: $57.12M
  • 10. JPMorgan Chase & Co
         % of fund invested: 2.97%
         $USD invested: $190.47M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TPG Inc Ordinary Shares - Class A
         % of fund invested: 1.3%
         $USD invested: $83.3M
  • 2. FirstService Corp Ordinary Shares
         % of fund invested: 0.72%
         $USD invested: $45.91M
  • 3. NextEra Energy Inc
         % of fund invested: 1.26%
         $USD invested: $80.71M
  • 4. Broadcom Inc
         % of fund invested: 4.5%
         $USD invested: $288.08M
  • 5. Marvell Technology Inc
         % of fund invested: 1.18%
         $USD invested: $75.76M
  • 6. Cadence Design Systems Inc
         % of fund invested: 1.14%
         $USD invested: $73.24M
  • 7. Canadian Pacific Kansas City Ltd
         % of fund invested: 0.76%
         $USD invested: $48.74M
  • 8. D.R. Horton Inc
         % of fund invested: 0.98%
         $USD invested: $62.45M
  • 9. KKR & Co Inc Ordinary Shares
         % of fund invested: 1.68%
         $USD invested: $107.48M
  • 10. Applied Materials Inc
         % of fund invested: 0.83%
         $USD invested: $53.24M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Putnam Sustainable Leaders Fund

Totals

Holdings
Assets
Weight
Prisons
6
$1.31B
20%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$1.33B
21%
     Borders high risk
0
$0
0%
Total
9
$1.51B
24%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$569.77M
8.9%
Prisons
Borders :
$569.77M
8.9%
2.
Amazon.com Inc
Prisons
Borders
$383.49M
5.99%
Prisons
Borders :
$383.49M
5.99%
3.
Alphabet Inc Class A
Prisons
Borders
$170.6M
2.66%
Prisons
Borders :
$170.6M
2.66%
4.
Walmart Inc
Prisons
$99.59M
1.55%
Prisons
$99.59M
1.55%
5.
Thermo Fisher Scientific Inc
Borders
$98.94M
1.54%
Borders :
$98.94M
1.54%
6.
Accenture PLC Class A
Borders
$57.77M
0.9%
Borders :
$57.77M
0.9%
7.
Salesforce Inc
Borders
$49.69M
0.78%
Borders :
$49.69M
0.78%
8.
The Kroger Co
Prisons
$41.71M
0.65%
Prisons
$41.71M
0.65%
9.
Costco Wholesale Corp
Prisons
$41.51M
0.65%
Prisons
$41.51M
0.65%
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