Putnam Small Cap Growth Fund Class R PSGRX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 84.23  /  +1.25 %
  • Total Assets 2.9B
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.360%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 83%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PSGRX

Will PSGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Small Cap Growth R holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings PSGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enova International Inc

2.43 74M
Financial Services

RBC Bearings Inc

2.33 71M
Industrials

DigitalOcean Holdings Inc

2.14 65M
Technology

Huron Consulting Group Inc

2.05 63M
Industrials

BrightSpring Health Services Inc

1.99 60M
Healthcare

Applied Industrial Technologies Inc

1.92 58M
Industrials

Halozyme Therapeutics Inc

1.75 53M
Healthcare

ACI Worldwide Inc

1.75 53M
Technology

IES Holdings Inc

1.73 53M
Industrials

Aritzia Inc Shs Subord Voting

1.69 52M
Consumer Cyclical

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