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Morningstar

Putnam Large Cap Growth B POGBX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 47.86  /  +0.57 %
  • Total Assets 10.6 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Average
  • Share Class Type —
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Closed
  • TTM Yield —
  • Turnover 34%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis POGBX

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

  • People Pillar

    The People Pillar is our evaluation of the POGBX 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 POGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Losing distinctiveness.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Putnam Large Cap Growth’s approach is somewhat sensible, but the results have been middling.

by Tony Thorn
Rated on Published on

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Portfolio Holdings POGBX

More POGBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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