Morningstar

Putnam Large Cap Growth Fund Class R5 PGODX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 87.31  /  +0.52 %
  • Total Assets 14.3B
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PGODX

Will PGODX outperform in the 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 PGODX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGODX 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 PGODX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lacking distinction.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Putnam Large Cap Growth’s approach is sensible, but it leads to a portfolio that is quite similar to its index, limiting the strategy’s potential.

by Tony Thorn
Rated on Published on

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Portfolio Holdings PGODX

More PGODX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.95 2B
Technology

Apple Inc

10.41 2B
Technology

Microsoft Corp

7.64 1B
Technology

Broadcom Inc

7.16 1B
Technology

Alphabet Inc Class C

6.77 987M
Communication Services

Amazon.com Inc

4.70 686M
Consumer Cyclical

Meta Platforms Inc Class A

4.40 642M
Communication Services

Eli Lilly and Co

3.51 513M
Healthcare

Tesla Inc

3.31 482M
Consumer Cyclical

Lam Research Corp

2.94 429M
Technology

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