About PGILX
Putnam Focused Equity Fund Class Y is a mutual fund designed to achieve capital appreciation by investing primarily in equity securities of large and midsize companies. The fund employs a concentrated strategy, allowing it to hold relatively large positions in its highest-conviction investment ideas, often resulting in a significant portion of assets allocated to a select group of stocks. Its portfolio is broadly diversified across key sectors, including technology, healthcare, communication services, energy, consumer cyclical, and consumer defensive industries. The fund’s top holdings typically comprise well-established companies such as Microsoft, Apple, NVIDIA, Amazon.com, and UnitedHealth Group, collectively representing a substantial portion of total assets. Classified within the large blend category, it seeks a balance between growth and value stocks. Putnam Focused Equity Fund Class Y serves institutional investors and seeks to outperform broader equity benchmarks through selective stock picking and an active management approach, positioning itself as a focused option within the large-cap equity fund space.
Fund Family Franklin Templeton Investments
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PGILX
Index S&P 500 TR
PGILX had a total return of 6.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.02%.
