Putnam Growth Opportunities R (PGORX)
39.29
-0.46 (-1.16%)
USD |
Feb 03 2023
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.17% | 7.024B | 0.00% | 44.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -404.85M | -13.86% | 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, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. The fund is non-diversified. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | POGAX |
| 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 |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| 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 | 5.50 yrs |
| Greg McCullough | 3.68 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
80
-404.85M
-14.39B
Category Low
10.36B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of January 31, 2023
Performance Versus Category
As of February 03, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of February 03, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 10.86% | 256.36 | -0.77% |
| Apple Inc | 10.36% | 151.88 | -1.70% |
| Alphabet Inc Class C | 4.90% | 102.97 | -2.14% |
| Amazon.com Inc | 4.07% | 101.37 | -1.95% |
| UnitedHealth Group Inc | 3.88% | 472.88 | 0.18% |
| NVIDIA Corp | 3.11% | 211.99 | 0.47% |
| Mastercard Inc Class A | 3.02% | 370.59 | -0.89% |
| Visa Inc Class A | 2.84% | 228.65 | -0.64% |
| Costco Wholesale Corp | 2.36% | 514.83 | 0.01% |
| Eli Lilly and Co | 2.15% | 337.67 | -0.42% |
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, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. The fund is non-diversified. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | POGAX |
| 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 |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| 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 | 5.50 yrs |
| Greg McCullough | 3.68 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (2-3-23) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield (7-29-11) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 29.07 |
| 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 December 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 1/21/2003 |
| Last Annual Report Date | 7/31/2022 |
| Last Prospectus Date | 11/30/2022 |
| Share Classes | |
| PGODX | Retirement |
| PGOEX | Retirement |
| PGOYX | Inst |
| POGAX | A |
| POGBX | B |
| POGCX | C |
| Attributes | |
| 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 |