Effective March 31, 2023, Putnam Growth Opportunities will be known as Putnam Large Cap Growth. This new name more clearly reflects the strategy’s longtime focus on large-growth stocks. The move includes a prospectus change that clarifies that at least 80% of the fund’s assets will be invested in stocks with market caps similar to those in the Russell 1000 Growth Index (the fund’s long-standing benchmark), but the fund has easily cleared that threshold in recent years. As such, this change is not expected to have a significant impact on the fund’s investing style or approach, and the strategy retains its Average Process rating and its Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 45.22 / 1.03 %
- Total Assets 8.1 Bil
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 34%
Morningstar’s Analysis PGORX
Will PGORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 50
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 54.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector