Morningstar

Putnam Large Cap Growth Fund Class R6 PGOEX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $84.26  /  −0.28 %
  • Fund Size $14.0B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.570%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 56%
NAV and 1-Day Return as of

Morningstar’s Analysis PGOEX

Will PGOEX 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 PGOEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGOEX 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 PGOEX’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 PGOEX

More PGOEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 58.5
Top 10 Holdings
% Portfolio Weight
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