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Morningstar

Putnam Growth Opportunities B POGBX

Morningstar Analyst Rating
Analyst rating as of | See Putnam Investment Hub
  • NAV / 1-Day Return 31.86  /  1.15 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Average
  • Share Class Type —
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Closed
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

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.

Upcoming Name Change for Putnam Growth Opportunities; Ratings Unchanged

Analyst

Analyst Note

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