Nasdaq - Delayed Quote USD
Putnam Focused Equity Fund (PGIOX)
31.48
+0.16
+(0.51%)
At close: 8:01:57 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.07% |
| 5y Average Return | 15.78% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 5, 2025) | 40.07% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 40.07% |
| Worst 3Y Total Return | 5.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PGIOX
Category
- YTD
- -5.77%
- 5.31%
- 1-Month
- -0.29%
- -4.19%
- 3-Month
- -8.66%
- 3.90%
- 1-Year
- 12.43%
- 20.31%
- 3-Year
- 12.62%
- 6.48%
- 5-Year
- 15.38%
- 11.78%
- 10-Year
- 11.10%
- 10.96%
- Last Bull Market
- 21.86%
- 25.56%
- Last Bear Market
- -14.84%
- -15.11%
Annual Total Return (%) History
Year
PGIOX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.50% | -- | -- | -- |
| 2024 | 12.33% | 5.80% | 5.46% | 2.75% |
| 2023 | 4.70% | 9.98% | -1.21% | 9.06% |
| 2022 | -1.85% | -14.84% | -4.60% | 7.14% |
| 2021 | 5.91% | 7.90% | -1.06% | 7.03% |
| 2020 | -21.75% | 22.95% | 6.39% | 13.61% |
| 2019 | 19.21% | 3.17% | -1.44% | 6.59% |
| 2018 | 1.35% | -3.43% | 7.97% | -18.75% |
| 2017 | 6.85% | 3.41% | 6.90% | 7.92% |
| 2016 | 2.46% | 6.29% | 5.86% | -0.58% |
| 2015 | 5.09% | -3.99% | -6.11% | 7.01% |
| 2014 | 1.83% | 2.14% | -4.44% | 0.98% |
| 2013 | 6.98% | 1.91% | 14.67% | 12.04% |
| 2012 | 15.89% | -6.96% | 6.48% | 10.36% |
| 2011 | 6.54% | 0.75% | -28.28% | 10.60% |
| 2010 | 10.54% | -12.91% | 19.80% | 14.88% |
| 2009 | -18.54% | 21.45% | 21.00% | 3.83% |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 24 |
| 3-Month | 73 |
| 1-Year | 16 |
| 3-Year | 14 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 12.43% |
| 3-Year | 12.62% |
| 5-Year | 15.38% |
| 10-Year | 11.10% |
Performance & Risk
| YTD Return | -4.07% |
| 5y Average Return | 15.78% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 614.17M |
| YTD Return | -5.77% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 18, 2008 |
Fund Summary
The fund invests mainly in equity securities (growth or value stocks or both) of large and midsize companies that the manager believes have favorable investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity investments, including common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). The fund is non-diversified.
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