Putnam Sustainable Future Fund
Data updated: 2026-09-25
C000202883 — Putnam Sustainable Future Fund. United States Mid Cap Growth Thematic Equity · $320.95M AUM. Holdings, fees, performance and SEC filings.
C000202883 Fund Overview
Putnam Sustainable Future Fund is a US mutual fund managed by Putnam Investment Funds, categorised as United States Mid Cap Growth Thematic Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Putnam Investment Funds
- Category: United States Mid Cap Growth Thematic Equity
- Assets under management: $320.95M
- 1-year return: 13.0%
- SEC CIK: 0000932101
- SEC series ID: S000003851
- Share class ID: C000202883
C000202883 Investment Objective and Strategy
Putnam Sustainable Future Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Putnam Investment Funds.
Investment objective
Putnam Sustainable Future Fund seeks long-term capital appreciation.
Principal investment strategy
We invest mainly in common stocks of U.S. companies of any size, with a focus on companies whose products and services we believe provide solutions that directly contribute to sustainable social, environmental and economic development (Impact Companies). Stocks of this type of company are typically, but not always, considered to be growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. We consider, among other factors, a companys impact on sustainable environmental, social and economic development (as described below), valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
We may also invest in non-U.S. companies. Sustainable investing Impact Companies. We believe that companies whose products and services produce positive environmental, social and economic development impact also often demonstrate strong financial growth and profitability. Accordingly, in selecting investments, we consider the extent to which a companys products or services may provide solutions that directly impact sustainable environmental, social and economic development. Environmental impact may include, for example, reduction of carbon emissions and improved water quality. Social impact may include, for example, fair labor practices and responsible supply chain management. Economic development may include, for example, stakeholder analysis and shared value approaches to business practices.
It is likely that the metrics and measurements that we use to evaluate environmental, social and economic development impacts will continue to evolve over time.
C000202883 Holdings
Top 10 holdings of Putnam Sustainable Future Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| U.S. Treasury Bills | 5.69% |
| HSBC Securities (USA) Inc. | 3.63% |
| Citigroup Global Markets, Inc. | 2.15% |
| Broadcom, Inc. | 1.99% |
| BNP Paribas SA | 1.89% |
| BofA Securities | 1.86% |
| Marvell Technology, Inc. | 1.39% |
| Mastercard, Inc. | 1.37% |
| Putnam Short Term Investment Fund | 1.15% |
| GE Vernova, Inc. | 1.12% |
C000202883 Portfolio Allocation
Asset-class allocation of Putnam Sustainable Future Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 21.2% |
| Cash & Equivalents | 15.9% |
| Other | 1.1% |
| Derivatives | 0.8% |
C000202883 Performance
Total returns for C000202883 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -0.1% |
| 1 year | 13.0% |
| 3 years (annualised) | 13.0% |
| 5 years (annualised) | 0.2% |
C000202883 Risk Information
Risk metrics for C000202883, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 14.8%
C000202883 Costs and Fees
C000202883 costs about $66 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.66%
- Gross expense ratio: 0.66%
- Portfolio turnover: 80%
- Brokerage commissions: 5.32 bps of average net assets (SEC N-CEN)
C000202883 Cashflows
Over the 12 months to 2026-04, Putnam Sustainable Future Fund had net outflows of $20.57M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-04 | −$4.71M |
| 2026-03 | −$5.56M |
| 2026-02 | −$9.16M |
| 2026-01 | −$5.28M |
| 2025-12 | $37.41M |
| 2025-11 | −$5.00M |
C000202883 Debt Constituents
No individual debt constituents are reported in Putnam Sustainable Future Fund's latest SEC N-PORT filing.
C000202883 Prospectus and SEC Filings
Official Putnam Sustainable Future Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-08-25
- Prospectus (485BPOS) — filed 2024-08-27
- Prospectus (485BPOS) — filed 2023-08-28
- Portfolio holdings (N-PORT) — filed 2026-09-25
- Portfolio holdings (N-PORT) — filed 2026-06-24
- Portfolio holdings (N-PORT) — filed 2026-03-27
- Annual census (N-CEN) — filed 2026-07-10
- Annual census (N-CEN) — filed 2025-07-11
Related Funds
Other United States Mid Cap Growth Thematic Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.