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Morningstar

Putnam Small Cap Growth R6 PLKGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 68.01  /  −1.33 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PLKGX

Will PLKGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLKGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLKGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PLKGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Putnam Small Cap Growth R6's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLKGX

More PLKGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.50 63.2 Mil
Technology

Net Cash

3.02 54.5 Mil
Cash and Equivalents

Comfort Systems USA Inc

2.68 48.4 Mil
Industrials

Medpace Holdings Inc

2.24 40.4 Mil
Healthcare

Kinsale Capital Group Inc

2.19 39.6 Mil
Financial Services

EMCOR Group Inc

2.09 37.8 Mil
Industrials

Installed Building Products Inc

2.09 37.7 Mil
Consumer Cyclical

Eagle Materials Inc

1.94 34.9 Mil
Basic Materials

Nova Ltd

1.77 32.0 Mil
Technology

Encompass Health Corp

1.74 31.3 Mil
Healthcare