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.
Putnam Small Cap Growth Fund Class R PSGRX
- 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.
People Pillar
Parent Pillar
- 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 |