Morningstar

Putnam Small Cap Growth R6 PLKGX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 80.82  /  +0.20 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

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

Morningstar’s Analysis PLKGX

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

  • People Pillar

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

A lowering of People Pillar rating is the primary driver of Putnam Small Cap Growth R6's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLKGX

More PLKGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Net Cash

2.99 74.8 Mil
Cash and Equivalents

Parsons Corp

2.03 50.6 Mil
Technology

Comfort Systems USA Inc

2.00 49.9 Mil
Industrials

Encompass Health Corp

1.99 49.7 Mil
Healthcare

Vertex Inc Class A

1.96 48.9 Mil
Technology

Merit Medical Systems Inc

1.93 48.3 Mil
Healthcare

Carpenter Technology Corp

1.92 48.0 Mil
Industrials

Murphy USA Inc

1.85 46.4 Mil
Consumer Cyclical

Halozyme Therapeutics Inc

1.84 46.0 Mil
Healthcare

FTAI Aviation Ltd

1.82 45.5 Mil
Industrials

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