PGORX – Putnam Large Cap Growth R Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in companies of a size similar to those in the Russell 1000 Growth Index. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PGOYX	Putnam Large Cap Growth Fund Class Y	Institutional	Open			Jul 1, 1999	$3.62B	0.680%	Average	$0	$297.58M
POGAX	Putnam Large Cap Growth Fund Class A	Front Load	Open			Oct 2, 1995	$8.41B	0.930%	Below Average	$0	−$683.09M
POGCX	Putnam Large Cap Growth Fund Class C	Level Load	Open			Feb 1, 1999	$146.53M	1.690%	Average	$0	−$20.53M
PGODX	Putnam Large Cap Growth Fund Class R5	Retirement, Large	Open			Jul 2, 2012	$5.83M	0.700%	Above Average	$0	−$4.08M
PGOEX	Putnam Large Cap Growth Fund Class R6	Retirement, Large	Open			Jul 2, 2012	$2.07B	0.600%	Average	$0	$277.54M
PGORX	Putnam Large Cap Growth Fund Class R	Retirement, Medium	Open			Jan 21, 2003	$47.16M	1.190%	Average	$0	$9.50M

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