Nasdaq - Delayed Quote USD

Putnam Large Cap Growth Y (PGOYX)

73.93 +0.93 (+1.27%)
At close: November 5 at 6:46 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 24.87%
5y Average Return 17.95%
Number of Years Up 18
Number of Years Down 6
Best 1Y Total Return (Nov 4, 2024) 44.58%
Worst 1Y Total Return (Nov 4, 2024) --
Best 3Y Total Return 44.58%
Worst 3Y Total Return 5.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGOYX
Category
YTD
25.03%
12.38%
1-Month
2.97%
5.09%
3-Month
2.54%
10.28%
1-Year
43.78%
41.70%
3-Year
11.35%
22.56%
5-Year
18.62%
21.98%
10-Year
16.17%
15.99%
Last Bull Market
30.42%
25.99%
Last Bear Market
-21.94%
-17.29%

Annual Total Return (%) History

Year
PGOYX
Category
2024
--
--
2023
44.58%
--
2022
-30.17%
--
2021
22.84%
--
2020
38.76%
35.86%
2019
36.74%
31.90%
2018
2.55%
-2.09%
2017
31.28%
27.67%

2016
6.62%
3.23%
2015
1.29%
3.60%
2014
13.89%
10.00%
2013
36.89%
33.92%
2012
18.04%
15.34%
2011
-3.32%
-2.46%
2010
17.47%
15.53%
2009
41.62%
35.68%
2008
-35.26%
-40.67%
2007
5.91%
13.35%
2006
9.49%
7.05%
2005
4.04%
6.71%
2004
1.69%
7.81%
2003
23.81%
28.66%
2002
-29.86%
-27.64%
2001
-32.11%
-22.30%
2000
-26.43%
-13.05%
1999
--
38.87%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.44% 8.44% 2.54% --
2023 14.15% 14.96% -4.20% 15.00%
2022 -9.06% -21.94% -3.12% 1.53%
2021 -0.18% 11.90% 0.55% 9.37%
2020 -10.92% 28.50% 12.33% 7.92%
2019 16.96% 6.51% 0.57% 9.15%
2018 3.04% 6.79% 9.25% -14.69%
2017 9.94% 5.42% 6.23% 6.64%
2016 -1.93% 1.07% 7.51% 0.06%
2015 2.70% -0.51% -7.18% 6.79%

2014 1.32% 6.29% 1.07% 4.63%
2013 8.77% 2.28% 9.77% 12.10%
2012 18.20% -7.57% 7.07% 0.91%
2011 6.22% 0.11% -17.83% 10.64%
2010 5.36% -12.62% 13.30% 12.61%
2009 -2.84% 17.34% 16.24% 6.87%
2008 -11.60% 1.36% -10.97% -18.84%
2007 -0.47% 4.99% 1.61% -0.25%
2006 3.01% -4.07% 2.60% 7.98%
2005 -5.14% 2.79% 3.65% 2.95%
2004 -0.77% -0.47% -4.60% 7.92%
2003 0.19% 10.74% 2.75% 8.60%
2002 -4.74% -17.88% -14.77% 5.21%
2001 -27.44% 8.75% -24.14% 13.41%
2000 9.24% -6.84% -3.54% -25.05%
1999 36.54% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 19
3-Month 67
1-Year 22
3-Year 15
5-Year 20

Load Adjusted Returns

1-Year 43.78%
3-Year 11.35%
5-Year 18.62%
10-Year 16.17%

Performance & Risk

YTD Return 24.87%
5y Average Return 17.95%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Franklin Templeton Investments
Net Assets 11.32B
YTD Return 25.03%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 1995

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in companies of a size similar to those in the Russell 1000 Growth Index. 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 fund is non-diversified.

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