Morningstar

Putnam Small Cap Growth Fund Class R PSGRX

Morningstar Medalist Rating
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Medalist Rating as of See Franklin Templeton Investment Hub
  • NAV / 1-Day Return $79.09  /  +2.55 %
  • Fund Size $2.7B
  • Adjusted Expense Ratio 1.420%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 83%
NAV and 1-Day Return as of

Morningstar’s Analysis PSGRX

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

  • People Pillar

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

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.

by Morningstar Automated Analysis
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Portfolio Holdings PSGRX

More PSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DigitalOcean Holdings Inc

2.54 72M
Technology

Halozyme Therapeutics Inc

2.44 70M
Healthcare

Huron Consulting Group Inc

2.25 64M
Industrials

RBC Bearings Inc

2.19 62M
Industrials

BrightSpring Health Services Inc

2.02 57M
Healthcare

Semtech Corp

1.97 56M
Technology

Applied Industrial Technologies Inc

1.95 56M
Industrials

Medpace Holdings Inc

1.76 50M
Healthcare

Onto Innovation Inc

1.73 49M
Technology

Covista Inc

1.71 49M
Consumer Defensive

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