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Putnam Large Cap Growth Class R: (MF: PGORX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$65.82 USD
+1.44 (2.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.57 | 9 |
| 3 months | 2.41 | 86 |
| 6 months | 10.92 | 7 |
| 1 Year | 43.06 | 8 |
| 3 Year | 10.79 | 19 |
| 5 Year | 18.03 | 7 |
| 10 Year | 15.59 | 3 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 62.14 |
| Bear Market (10/07 - 2/09) | -44.45 |
| Bull Market (2/09 - 3/21) | 1,204.57 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 43.06 |
| 5 Year | 18.03 |
| 10 Year | 15.59 |
| Since Inception | 9.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 12.30 | 8.30 | 2.41 | NA |
| 2023 | 13.99 | 14.82 | -4.31 | 14.84 |
| 2022 | -9.17 | -22.03 | -3.25 | 1.42 |
| 2021 | -0.30 | 11.75 | 0.43 | 9.22 |
| 2020 | -11.03 | 28.35 | 12.19 | 7.76 |
| 2019 | 16.82 | 6.36 | 0.42 | 9.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 24.57 | 43.82 | -30.51 | 22.22 | 38.06 | 36.04 | 2.04 | 30.66 | 6.02 | 0.81 | 13.34 |
| % Total Return Rel to Index | 2.46 | 17.57 | -12.31 | -6.45 | 19.66 | 4.55 | 6.43 | 8.86 | -5.90 | -0.57 | -0.29 |
| % Total Return Rel to Peer | 7.60 | 20.82 | -10.81 | 0.16 | 18.14 | 7.61 | 8.90 | 9.98 | -1.79 | 2.41 | 5.14 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 1.00 | 1.00 | 1.00 | 4.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.01 | 0.12 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.05 | 0.42 |
| Capital Gains ($) | 0.00 | 0.27 | 2.96 | 5.32 | 1.72 | 1.49 | 2.38 | 0.51 | 0.00 | 1.25 | 3.59 |
| Expense Ratio | 0.58 | 1.15 | 1.17 | 1.24 | 1.30 | 1.28 | 1.16 | 1.18 | 1.33 | 1.34 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%