Joshua H. Fillman
Portfolio Manager, Analyst
Mutual Funds |
Fact sheet | Annual | Semi annual | |
---|---|---|---|---|
Focused Equity Fund | ||||
3-year Morningstar RatingTM among 1298 funds in the Large Blend category. | ||||
Morningstar ratings as of 10/31/23 |
More from the Equity team

Balance and ballast: A strategy for uncertain markets
With heightened uncertainty in the financial markets, we believe it is an attractive time to invest in balanced funds, thanks to uncorrelated asset class returns and the ballast provided by the fixed-income portion of their portfolios.

ESG materiality | Analyzing the growing role of ESG factors in executive compensation
A rising number of S&P 500 companies are now tying ESG metrics to executive pay. Explore insights on how this impacts corporate goals and investment opportunities.

ESG Metrics | Impact report of sustainable investing strategies
Putnam Investments is pleased to share our 2023 Sustainability and Impact Report.

ESG: Hearing the signal above the noise
In our view, the best opportunities lie not at the extremes of ESG rhetoric, but at the heart of sustainability substance.