Putnam Small Cap Growth Y holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Putnam Small Cap Growth Fund Class Y PSYGX
- NAV / 1-Day Return 104.15 / +0.17 %
- Total Assets 3.2B
-
Adj. Expense Ratio
0.920%
- Expense Ratio 0.920%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.00
- Turnover 51%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PSYGX
Will PSYGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PSYGX 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 PSYGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Bloom Energy Corp Class A | 3.97 | 126M | Industrials |
Comfort Systems USA Inc | 2.98 | 94M | Industrials |
Nova Ltd | 2.90 | 92M | Technology |
DigitalOcean Holdings Inc | 2.82 | 89M | Technology |
Carpenter Technology Corp | 2.59 | 82M | Industrials |
RBC Bearings Inc | 2.49 | 79M | Industrials |
Advanced Energy Industries Inc | 2.47 | 78M | Industrials |
Credo Technology Group Holding Ltd | 2.28 | 72M | Technology |
Fabrinet | 2.23 | 71M | Technology |
BrightSpring Health Services Inc | 1.95 | 62M | Healthcare |
United States