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Putnam Large Cap Growth A (POGAX)

61.21 +0.06 (+0.10%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 61.15
  • YTD Return 7.23%
  • Expense Ratio 0.65%
  • Category Large Growth
  • Last Cap Gain 51.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.9B
  • Beta (5Y Monthly) 1.14
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 34.00%
  • Last Dividend 0.00
  • Inception Date Jul 1, 1999

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.

Franklin Templeton Investments

Fund Family

Large Growth

Fund Category

9.9B

Net Assets

1999-07-01

Inception Date

Performance Overview: POGAX

Trailing returns as of 5/10/2024. Category is Large Growth.

YTD Return

POGAX
7.23%
Category
12.38%
 

1-Year Return

POGAX
33.29%
Category
41.70%
 

3-Year Return

POGAX
7.29%
Category
22.56%
 

5-Year Return

POGAX
15.24%
Category
21.98%
 

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Holdings: POGAX

Top 10 Holdings (57.71% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 12.55%
NVDA
NVIDIA Corporation 8.89%
AAPL
Apple Inc. 8.18%
AMZN
Amazon.com, Inc. 7.79%
GOOG
Alphabet Inc. 5.43%
META
Meta Platforms, Inc. 3.52%
AVGO
Broadcom Inc. 3.38%
LLY
Eli Lilly and Company 2.88%
MA
Mastercard Incorporated 2.84%
V
Visa Inc. 2.25%

Sector Weightings

SectorPOGAX
Technology   46.57%
Healthcare   11.59%
Industrials   4.53%
Real Estate   1.85%
Utilities   0.00%
Energy   0.00%

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Research Reports: POGAX

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