Morningstar

Putnam Large Cap Growth A POGAX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 68.21  /  +0.24 %
  • Total Assets 11.3 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 34%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis POGAX

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

  • People Pillar

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

Losing distinctiveness.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Putnam Large Cap Growth’s approach is somewhat sensible, but the results have been middling.

by Tony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings POGAX

More POGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

11.86 1.3 Bil
Technology

Microsoft Corp

11.37 1.3 Bil
Technology

NVIDIA Corp

11.04 1.2 Bil
Technology

Amazon.com Inc

7.78 857.9 Mil
Consumer Cyclical

Alphabet Inc Class C

5.25 579.3 Mil
Communication Services

Broadcom Inc

3.92 432.5 Mil
Technology

Meta Platforms Inc Class A

3.55 391.4 Mil
Communication Services

Mastercard Inc Class A

2.85 314.8 Mil
Financial Services

Eli Lilly and Co

2.74 302.3 Mil
Healthcare

Netflix Inc

2.17 239.0 Mil
Communication Services

Sponsor Center