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Putnam Large Cap Growth Class C: (MF: POGCX)
(NASDAQ Mutual Funds) As of Nov 1, 2024 08:00 PM ET
$52.50 USD
+0.47 (0.90%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 24.09 | 11 |
| 3 months | 2.28 | 87 |
| 6 months | 10.64 | 9 |
| 1 Year | 42.35 | 10 |
| 3 Year | 10.24 | 24 |
| 5 Year | 17.44 | 10 |
| 10 Year | 15.02 | 6 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 55.12 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 9/30/2024 | 144.13 |
| % Turnover 9/30/2024 | 30.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.13 | 1.05 | 1.04 |
| Alpha | -1.96 | 1.05 | 1.19 |
| R Squared | 0.88 | 0.86 | 0.87 |
| Std. Dev. | 21.01 | 20.42 | 17.12 |
| Sharpe | 0.42 | 0.84 | 2.00 |
Sector / Country Weightings
| As of 9/30/2024 | % of Portfolio |
|---|---|
| Technology | 59.60 |
| Retail Trade | 14.36 |
| Finance | 6.58 |
| Health | 5.39 |
| Non-Durable | 4.25 |
| Industrial Cyclical | 3.69 |
| Other | 3.64 |
| Services | 1.70 |
| Consumer Durables | 0.79 |
Portfolio Holdings
| Top Equity Holdings (As of 4/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 12.18 | 1,205.96 |
| NVIDIA CORP | 8.91 | 882.59 |
| APPLE INC | 8.52 | 843.31 |
| AMAZON.COM INC | 8.00 | 791.87 |
| ALPHABET INC CLASS C | 6.16 | 609.66 |
| META PLATFORMS INC | 3.62 | 358.99 |
| BROADCOM INC | 3.48 | 344.67 |
| MASTERCARD INC | 2.84 | 281.28 |
| ELI LILLY & CO | 2.74 | 271.65 |
Stock Holding % of Net Assets
| As Of | 4/30/2024 |
| Total Issues | 48 |
| Avg. P/E | 41.04 |
| Avg. P/Book | 4.58 |
| Avg. EPS Growth | 18.22 |
| Avg. Market Value (Mil $) | 780,981 |
Allocation
| % of Portfolio | |
| Large Growth | 45.35 |
| Large Value | 0.00 |
| Small Growth | 6.07 |
| Small Value | 0.00 |
| Foreign Stock | 12.61 |
| Emerging Market | 3.90 |
| Precious Metal | 0.00 |
| Intermediate Bond | 5.94 |
| Foreign Bond | 0.00 |
| High Yield Bond | 7.81 |