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Morningstar

Putnam Large Cap Growth R5 PGODX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 63.64  /  −0.22 %
  • Total Assets 9.9 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis PGODX

Will PGODX 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 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.

Losing distinctiveness.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Putnam Large Cap Growth’s approach is somewhat sensible, but the results have been middling.

by Tony Thorn
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Portfolio Holdings PGODX

More PGODX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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