Putnam Growth Opportunities R (PGORX)
58.94
-0.34 (-0.57%)
USD |
Oct 22 2021
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.30% | 9.438B | 0.00% | 49.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -91.54M | 25.77% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The manager may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | -- |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Putnam |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Richard Bodzy | 4.17 yrs |
| Greg McCullough | 2.34 yrs |
Net Fund Flows Versus Category
1 Month
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1 Year
% Rank:
57
-91.54M
-20.55B
Category Low
9.085B
Category High
3 Months
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3 Years
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6 Months
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5 Years
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YTD
% Rank:
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10 Years
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As of September 30, 2021
Performance Versus Category
As of October 22, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of October 22, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 10.04% | 309.16 | -0.51% |
| Apple Inc | 8.04% | 148.69 | -0.53% |
| Amazon.com Inc | 7.15% | 3335.55 | -2.90% |
| Alphabet Inc Class C | 5.91% | 2772.50 | -2.91% |
| Facebook Inc Class A | 3.50% | 324.61 | -5.05% |
| NVIDIA Corp | 3.27% | 227.26 | 0.15% |
| PayPal Holdings Inc | 3.15% | 240.40 | -1.16% |
| Visa Inc Class A | 2.77% | 231.23 | 0.43% |
| Adobe Inc | 2.64% | 643.58 | 0.77% |
| Mastercard Inc Class A | 2.51% | 358.67 | 0.69% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. The fund invests mainly in common stocks of large U.S. companies, with a focus on growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. The manager may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | -- |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Putnam |
| Prospectus Benchmark Index | |
| Russell 1000 Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Richard Bodzy | 4.17 yrs |
| Greg McCullough | 2.34 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (10-22-21) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (7-29-11) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 36.39 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of September 30, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 1/21/2003 |
| Last Annual Report Date | 7/31/2021 |
| Last Prospectus Date | 11/30/2020 |
| Share Classes | |
| PGODX | Retirement |
| PGOEX | Retirement |
| PGOYX | Inst |
| POGAX | A |
| POGBX | B |
| POGCX | C |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |