Putnam Focused International Equity Fund

Shareclass
Putnam Focused International Equity Y (PEQYX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
14.7
percentile

Universe: Groups

Group: International Equity

Ranking: 941 out of 1,102 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. AstraZeneca PLC
    1.9% of assets
    $14.83M invested
  • 2. Unilever PLC
    1.89% of assets
    $14.78M invested
  • 3. Admiral Group PLC
    4.77% of assets
    $37.21M invested
  • 4. London Stock Exchange Group PLC
    3.09% of assets
    $24.12M invested
  • 5. Persimmon PLC
    2.07% of assets
    $16.17M invested
  • 6. AIB Group PLC
    3.92% of assets
    $30.62M invested
  • 7. Berkeley Group Holdings (The) PLC
    1.94% of assets
    $15.16M invested
  • 8. Alphabet Inc Class C
    2.42% of assets
    $18.88M invested
  • 9. Rightmove PLC
    2.78% of assets
    $21.68M invested
  • 10. ASML Holding NV
    2.2% of assets
    $17.16M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Constellation Software Inc
    5.47% of assets
    $42.72M invested
  • 2. Canadian Natural Resources Ltd
    2.34% of assets
    $18.25M invested
  • 3. Japan Material Co Ltd
    1.3% of assets
    $10.12M invested
  • 4. Tokyo Electron Ltd
    1.29% of assets
    $10.1M invested
  • 5. Hikari Tsushin Inc
    2.4% of assets
    $18.75M invested
  • 6. Prosus NV Ordinary Shares - Class N
    1.4% of assets
    $10.93M invested
  • 7. Sony Group Corp
    3.26% of assets
    $25.45M invested
  • 8. Universal Music Group NV
    4.14% of assets
    $32.32M invested
  • 9. ITOCHU Corp
    4.75% of assets
    $37.08M invested
  • 10. Liberty Global Ltd Ordinary Shares - Class A
    2.58% of assets
    $20.15M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PEQYX at Morningstar.com
Gender Equality and Returns
Returns chart for Putnam Focused International Equity Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
PEQYX
Putnam Focused International Equity Fund
Family
Franklin Templeton Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.4% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
PEQYX
Putnam Focused International Equity Fund
Family
Franklin Templeton Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.4% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
PEQYX
Putnam Focused International Equity Fund
Family
Franklin Templeton Investments
Category
Foreign Large Blend
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.4% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
3 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PEQYX - Putnam Focused International Equity Fund
16%
10%
9.87%
6.76%
49  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
9.32%
10%
5.36%
57  / 100 points
Fund compared to benchmark
 
2.91%
0.81%
-0.36%
1.4%
8  / 100 points lower
Find more financial data on PEQYX at Morningstar.com
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