Nasdaq - Delayed Quote USD
Putnam Large Cap Growth Fund (PGOEX)
66.13
+1.22
+(1.88%)
At close: 8:04:24 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in companies of a size similar to those in the Russell 1000 Growth Index. The fund invests mainly in common stocks of large U.S. companies, with a focus on 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. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -11.07% |
| 5y Average Return | 16.97% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.13 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PGOEX | Category Average | PGOEX | Category Average | PGOEX | Category Average | |
| Alpha | 0.73 | 0.03 | -1.53 | 0.04 | 1.88 | 0.01 |
| BETA | 1.13 | 0.01 | 1.12 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.97 | 0.02 | 1.58 | 0.02 | 1.29 | 0.01 |
| R-squared | 87.09 | 0.89 | 86.48 | 0.87 | 86.36 | 0.87 |
| Standard Deviation | 20.9 | 0.2 | 20.43 | 0.16 | 17.48 | 0.15 |
| Sharpe Ratio | 0.34 | 0.01 | 0.79 | 0.01 | 0.78 | 0.01 |
| Treynor Ratio | 4.7 | 0.21 | 13.82 | 0.21 | 12.28 | 0.15 |
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