Putnam Large Cap Growth’s approach is somewhat sensible, but the results have been middling.
Putnam Large Cap Growth R5 PGODX
- NAV / 1-Day Return 65.66 / +0.86 %
- Total Assets 10.2 Bil
-
Adj. Expense Ratio
- 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 Mar 18, 2024 | 1-Day Return as of Mar 18, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.92 | 1.2 Bil | Technology |
Apple Inc | 10.57 | 980.2 Mil | Technology |
Amazon.com Inc | 7.12 | 659.9 Mil | Consumer Cyclical |
NVIDIA Corp | 5.85 | 542.6 Mil | Technology |
Alphabet Inc Class C | 5.63 | 521.9 Mil | Communication Services |
Broadcom Inc | 3.36 | 311.6 Mil | Technology |
Mastercard Inc Class A | 2.71 | 251.7 Mil | Financial Services |
Meta Platforms Inc Class A | 2.71 | 251.6 Mil | Communication Services |
UnitedHealth Group Inc | 2.55 | 236.9 Mil | Healthcare |
Eli Lilly and Co | 2.42 | 224.2 Mil | Healthcare |