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.
Putnam Large Cap Growth Fund Class R PGORX
- NAV / 1-Day Return 71.00 / −2.15 %
- Total Assets 13.7B
-
Adj. Expense Ratio
1.190%
- Expense Ratio 1.190%
- Distribution Fee Level Average
- Share Class Type Retirement, Medium
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 34%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PGORX
Will PGORX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PGORX 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 PGORX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 13.59 | 2B | Technology |
Apple Inc | 9.66 | 1B | Technology |
Microsoft Corp | 7.40 | 1B | Technology |
Broadcom Inc | 7.26 | 990M | Technology |
Alphabet Inc Class C | 7.06 | 963M | Communication Services |
Amazon.com Inc | 4.87 | 664M | Consumer Cyclical |
Meta Platforms Inc Class A | 4.49 | 614M | Communication Services |
Eli Lilly and Co | 3.06 | 418M | Healthcare |
Tesla Inc | 3.06 | 417M | Consumer Cyclical |
Mastercard Inc Class A | 2.67 | 364M | Financial Services |
United States